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 2022 | $205,000 | -7.2% | 10,994 | +4.8% | 0.02% | 0.0% |
| Q2 2022 | $221,000 | -15.3% | 10,490 | 0.0% | 0.02% | -4.5% |
| Q1 2022 | $261,000 | -3.3% | 10,490 | +104.4% | 0.02% | -4.3% |
| Q4 2021 | $270,000 | +23.9% | 5,132 | +7.4% | 0.02% | -8.0% |
| Q3 2021 | $218,000 | 0.0% | 4,777 | 0.0% | 0.02% | -3.8% |
| Q2 2021 | $218,000 | -33.9% | 4,777 | -40.6% | 0.03% | -50.9% |
| Q1 2021 | $330,000 | -42.7% | 8,042 | -46.8% | 0.05% | -55.8% |
| Q4 2020 | $576,000 | -42.1% | 15,129 | -46.2% | 0.12% | -50.8% |
| Q3 2020 | $994,000 | -72.1% | 28,103 | -72.2% | 0.24% | -76.2% |
| Q2 2020 | $3,557,000 | – | 101,000 | – | 1.03% | – |
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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% |