SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 8.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,832 | -28.8% | 1,737 | -21.7% | 0.01% | -26.3% |
| Q2 2023 | $43,318 | +0.2% | 2,218 | 0.0% | 0.02% | -9.5% |
| Q1 2023 | $43,251 | +1.1% | 2,218 | 0.0% | 0.02% | -4.5% |
| Q4 2022 | $42,785 | +15.6% | 2,218 | +12.4% | 0.02% | +10.0% |
| Q3 2022 | $37,000 | -11.9% | 1,974 | 0.0% | 0.02% | -9.1% |
| Q2 2022 | $42,000 | -14.3% | 1,974 | 0.0% | 0.02% | -4.3% |
| Q1 2022 | $49,000 | -5.8% | 1,974 | +100.0% | 0.02% | 0.0% |
| Q4 2021 | $52,000 | +15.6% | 987 | 0.0% | 0.02% | +4.5% |
| Q3 2021 | $45,000 | 0.0% | 987 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $45,000 | +9.8% | 987 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $41,000 | +10.8% | 987 | 0.0% | 0.02% | +4.5% |
| Q4 2020 | $37,000 | +5.7% | 987 | 0.0% | 0.02% | -4.3% |
| Q3 2020 | $35,000 | 0.0% | 987 | 0.0% | 0.02% | -11.5% |
| Q2 2020 | $35,000 | -28.6% | 987 | -33.6% | 0.03% | -39.5% |
| Q1 2020 | $49,000 | -27.9% | 1,487 | 0.0% | 0.04% | -10.4% |
| Q4 2019 | $68,000 | – | 1,487 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 471,405 | $14,260,000 | 4.34% |
| Whitnell & Co. | 250,711 | $7,584,000 | 3.48% |
| Vigilant Capital Management, LLC | 304,080 | $9,198,000 | 2.25% |
| Courage Miller Partners, LLC | 72,883 | $2,205,000 | 1.87% |
| Charles Schwab Investment Advisory, Inc. | 1,494,199 | $45,200,000 | 1.68% |
| Madden Advisory Services, Inc. | 51,672 | $1,563,000 | 1.17% |
| Bouchey Financial Group Ltd | 46,703 | $1,467,000 | 1.03% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 52,773 | $1,596,000 | 0.94% |
| Avior Wealth Management, LLC | 26,239 | $794,000 | 0.75% |
| Retirement Planning Group, LLC | 47,932 | $1,450,000 | 0.52% |