SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,287 | -45.7% | 805 | -40.2% | 0.00% | -66.7% |
| Q2 2023 | $26,301 | -27.3% | 1,347 | -27.4% | 0.00% | -25.0% |
| Q1 2023 | $36,200 | -47.6% | 1,856 | -48.2% | 0.00% | -50.0% |
| Q4 2022 | $69,069 | +6.3% | 3,581 | +3.6% | 0.01% | -11.1% |
| Q3 2022 | $65,000 | +6.6% | 3,455 | +19.9% | 0.01% | -18.2% |
| Q2 2022 | $61,000 | +41.9% | 2,881 | +65.3% | 0.01% | +57.1% |
| Q1 2022 | $43,000 | -24.6% | 1,743 | +62.1% | 0.01% | -22.2% |
| Q4 2021 | $57,000 | +18.8% | 1,075 | +3.1% | 0.01% | -10.0% |
| Q3 2021 | $48,000 | +4.3% | 1,043 | +3.1% | 0.01% | -9.1% |
| Q2 2021 | $46,000 | -14.8% | 1,012 | -23.4% | 0.01% | -31.2% |
| Q1 2021 | $54,000 | +68.8% | 1,321 | +57.8% | 0.02% | +45.5% |
| Q4 2020 | $32,000 | -64.4% | 837 | -67.0% | 0.01% | -70.3% |
| Q3 2020 | $90,000 | +1.1% | 2,537 | +0.6% | 0.04% | -11.9% |
| Q2 2020 | $89,000 | 0.0% | 2,523 | -7.1% | 0.04% | -25.0% |
| Q1 2020 | $89,000 | -10.1% | 2,717 | +26.1% | 0.06% | -1.8% |
| Q4 2019 | $99,000 | -16.1% | 2,155 | -14.2% | 0.06% | -26.0% |
| Q3 2019 | $118,000 | +2.6% | 2,511 | -2.9% | 0.08% | -9.4% |
| Q2 2019 | $115,000 | +9.5% | 2,586 | +9.1% | 0.08% | +2.4% |
| Q1 2019 | $105,000 | +16.7% | 2,370 | +1.9% | 0.08% | 0.0% |
| Q4 2018 | $90,000 | -59.8% | 2,325 | -56.8% | 0.08% | -55.9% |
| Q4 2017 | $224,000 | – | 5,382 | – | 0.19% | – |
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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% |