SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 473 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308,797 | -12.4% | 17,397 | -3.6% | 0.10% | +47.8% |
| Q2 2023 | $352,360 | -14.7% | 18,042 | -14.9% | 0.07% | -17.9% |
| Q1 2023 | $413,250 | +0.8% | 21,192 | -0.3% | 0.08% | -4.5% |
| Q4 2022 | $409,851 | +2.2% | 21,247 | -1.0% | 0.09% | -6.4% |
| Q3 2022 | $401,000 | -7.8% | 21,457 | +4.2% | 0.09% | +5.6% |
| Q2 2022 | $435,000 | -16.2% | 20,602 | -1.2% | 0.09% | +2.3% |
| Q1 2022 | $519,000 | -5.5% | 20,844 | +100.0% | 0.09% | -1.1% |
| Q4 2021 | $549,000 | +150.7% | 10,421 | +80.9% | 0.09% | +91.3% |
| Q4 2020 | $219,000 | – | 5,760 | – | 0.05% | – |
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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% |