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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $965,601 | -15.2% | 49,518 | -16.1% | 0.37% | -22.9% |
| Q4 2022 | $1,139,075 | +69.0% | 59,050 | +63.8% | 0.48% | +59.8% |
| Q3 2022 | $674,000 | -47.1% | 36,060 | -40.3% | 0.30% | -45.5% |
| Q2 2022 | $1,274,000 | +6.8% | 60,428 | +26.1% | 0.55% | +26.9% |
| Q1 2022 | $1,193,000 | -1.0% | 47,938 | +100.0% | 0.44% | +5.3% |
| Q4 2021 | $1,205,000 | +9.7% | 23,969 | -0.2% | 0.41% | +1.7% |
| Q3 2021 | $1,098,000 | -0.2% | 24,026 | -0.0% | 0.41% | -2.9% |
| Q2 2021 | $1,100,000 | +8.8% | 24,030 | -0.1% | 0.42% | +0.5% |
| Q1 2021 | $1,011,000 | +10.4% | 24,053 | 0.0% | 0.42% | +5.3% |
| Q4 2020 | $916,000 | +2.9% | 24,053 | -4.4% | 0.40% | -13.9% |
| Q3 2020 | $890,000 | -11.0% | 25,169 | -9.6% | 0.46% | -16.7% |
| Q2 2020 | $1,000,000 | – | 27,829 | – | 0.55% | – |
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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% |