SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,112 | -9.1% | 288 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,625 | +0.2% | 288 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $5,616 | +4.3% | 288 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $5,383 | +7.7% | 288 | 0.0% | 0.00% | +50.0% |
| Q3 2022 | $5,000 | -16.7% | 288 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $6,000 | -14.3% | 288 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | -12.5% | 288 | +100.0% | 0.00% | -25.0% |
| Q4 2021 | $8,000 | +14.3% | 144 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | +250.0% | 144 | +227.3% | 0.00% | +300.0% |
| Q2 2021 | $2,000 | – | 44 | +1000.0% | 0.00% | – |
| Q1 2021 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 4 | – | 0.00% | – |
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% |