SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,898 | -4.9% | 952 | +4.6% | 0.00% | 0.0% |
Q2 2023 | $17,772 | +0.2% | 910 | 0.0% | 0.00% | -20.0% |
Q1 2023 | $17,745 | +2.9% | 910 | +1.8% | 0.01% | 0.0% |
Q4 2022 | $17,245 | +1.4% | 894 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $17,000 | -10.5% | 894 | +1.0% | 0.01% | -16.7% |
Q2 2022 | $19,000 | -9.5% | 885 | +5.5% | 0.01% | 0.0% |
Q1 2022 | $21,000 | 0.0% | 839 | +113.5% | 0.01% | 0.0% |
Q4 2021 | $21,000 | +23.5% | 393 | +4.5% | 0.01% | 0.0% |
Q3 2021 | $17,000 | +30.8% | 376 | +34.3% | 0.01% | +50.0% |
Q2 2021 | $13,000 | +62.5% | 280 | +42.9% | 0.00% | +33.3% |
Q1 2021 | $8,000 | +14.3% | 196 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $7,000 | 0.0% | 196 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $7,000 | 0.0% | 196 | 0.0% | 0.00% | -25.0% |
Q2 2020 | $7,000 | +16.7% | 196 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $6,000 | -33.3% | 196 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $9,000 | 0.0% | 196 | 0.0% | 0.00% | -20.0% |
Q3 2019 | $9,000 | – | 196 | – | 0.01% | – |
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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% |