SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 329 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,135,710 | +18.4% | 796,378 | +30.3% | 0.06% | +19.6% |
| Q2 2023 | $11,935,213 | -12.2% | 611,122 | -12.4% | 0.05% | -17.7% |
| Q1 2023 | $13,596,278 | +6.0% | 697,245 | +4.9% | 0.06% | 0.0% |
| Q4 2022 | $12,827,078 | -8.1% | 664,960 | -11.0% | 0.06% | -16.2% |
| Q3 2022 | $13,963,000 | +9.4% | 747,095 | +23.5% | 0.07% | +15.6% |
| Q2 2022 | $12,761,000 | -0.2% | 605,061 | +17.8% | 0.06% | +14.3% |
| Q1 2022 | $12,786,000 | -8.5% | 513,750 | +93.8% | 0.06% | -5.1% |
| Q4 2021 | $13,967,000 | +20.7% | 265,068 | +4.6% | 0.06% | +9.3% |
| Q3 2021 | $11,575,000 | +19.1% | 253,396 | +19.4% | 0.05% | +17.4% |
| Q2 2021 | $9,716,000 | +12.3% | 212,181 | +0.7% | 0.05% | 0.0% |
| Q1 2021 | $8,654,000 | +0.8% | 210,606 | -6.9% | 0.05% | -11.5% |
| Q4 2020 | $8,588,000 | -1.5% | 226,174 | -8.2% | 0.05% | -16.1% |
| Q3 2020 | $8,716,000 | +4.1% | 246,433 | +3.7% | 0.06% | -4.6% |
| Q2 2020 | $8,371,000 | +10.4% | 237,675 | +2.6% | 0.06% | -5.8% |
| Q1 2020 | $7,583,000 | -16.7% | 231,607 | +17.0% | 0.07% | +3.0% |
| Q4 2019 | $9,099,000 | -2.9% | 197,967 | -0.3% | 0.07% | -15.2% |
| Q3 2019 | $9,369,000 | +5.2% | 198,612 | -0.9% | 0.08% | +2.6% |
| Q2 2019 | $8,905,000 | -1.4% | 200,387 | -1.4% | 0.08% | -8.3% |
| Q1 2019 | $9,032,000 | +10.3% | 203,289 | -4.4% | 0.08% | -3.4% |
| Q4 2018 | $8,190,000 | – | 212,683 | – | 0.09% | – |
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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% |