SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $200 | -5.2% | 4,368 | -15.0% | 0.02% | -27.3% |
| Q1 2021 | $211 | -100.0% | 5,139 | -92.7% | 0.03% | -94.8% |
| Q2 2020 | $2,473,000 | -34.3% | 70,210 | -38.9% | 0.63% | -35.2% |
| Q1 2020 | $3,764,000 | -5.2% | 114,955 | +33.1% | 0.97% | -0.2% |
| Q4 2019 | $3,969,000 | -1.1% | 86,363 | +1.5% | 0.97% | -4.7% |
| Q3 2019 | $4,013,000 | +8.5% | 85,070 | +2.2% | 1.02% | -9.4% |
| Q2 2019 | $3,698,000 | +15.9% | 83,209 | +15.8% | 1.13% | -3.8% |
| Q1 2019 | $3,192,000 | – | 71,841 | – | 1.17% | – |
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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% |