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 | $420,368 | +11.8% | 23,683 | +23.0% | 0.19% | +22.6% |
| Q2 2023 | $375,888 | +40.9% | 19,247 | +40.7% | 0.16% | +36.0% |
| Q1 2023 | $266,774 | +1.1% | 13,681 | 0.0% | 0.11% | -14.3% |
| Q4 2022 | $263,901 | +8.2% | 13,681 | +4.8% | 0.13% | -3.6% |
| Q3 2022 | $244,000 | -11.3% | 13,059 | 0.0% | 0.14% | +3.0% |
| Q2 2022 | $275,000 | -15.4% | 13,059 | 0.0% | 0.13% | +4.7% |
| Q1 2022 | $325,000 | -88.3% | 13,059 | -78.3% | 0.13% | -91.5% |
| Q4 2019 | $2,771,000 | – | 60,298 | – | 1.50% | – |
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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% |