SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 349 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,052 | -23.9% | 59,254 | -16.4% | 0.44% | -29.9% |
| Q1 2023 | $1,383 | +21.2% | 70,900 | +19.9% | 0.62% | +30.8% |
| Q4 2022 | $1,141 | -99.9% | 59,150 | +0.0% | 0.48% | -8.1% |
| Q3 2022 | $1,105,000 | -10.9% | 59,145 | +0.6% | 0.52% | -5.6% |
| Q2 2022 | $1,240,000 | -11.2% | 58,815 | +4.9% | 0.55% | -4.7% |
| Q1 2022 | $1,396,000 | -20.3% | 56,081 | +68.6% | 0.58% | -8.1% |
| Q4 2021 | $1,752,000 | +33.4% | 33,254 | +15.7% | 0.63% | +12.9% |
| Q3 2021 | $1,313,000 | +1.2% | 28,746 | +1.4% | 0.56% | -19.3% |
| Q2 2021 | $1,298,000 | +16.3% | 28,337 | +4.3% | 0.69% | +30.2% |
| Q1 2021 | $1,116,000 | +16.5% | 27,158 | +7.6% | 0.53% | +6.6% |
| Q4 2020 | $958,000 | +17.0% | 25,240 | +9.0% | 0.50% | +7.3% |
| Q3 2020 | $819,000 | +1.5% | 23,146 | +1.0% | 0.46% | -4.1% |
| Q2 2020 | $807,000 | +11.8% | 22,921 | +3.9% | 0.48% | -4.5% |
| Q1 2020 | $722,000 | -14.8% | 22,063 | +19.8% | 0.51% | -10.3% |
| Q4 2019 | $847,000 | – | 18,422 | – | 0.56% | – |
Download | ||||||
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% |