SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $371,745 | -1.8% | 17,950 | -15.8% | 0.08% | -9.1% |
| Q3 2023 | $378,519 | -13.0% | 21,325 | -4.3% | 0.09% | -9.3% |
| Q2 2023 | $435,324 | -9.3% | 22,290 | -10.4% | 0.10% | -15.7% |
| Q4 2022 | $479,858 | -99.9% | 24,876 | -2.2% | 0.12% | -7.3% |
| Q3 2022 | $475,567,000 | -21.2% | 25,445 | -9.6% | 0.12% | -16.8% |
| Q2 2022 | $603,820,000 | -21.5% | 28,137 | -8.9% | 0.15% | -16.8% |
| Q1 2022 | $768,753,000 | -7.5% | 30,886 | +95.8% | 0.18% | -4.8% |
| Q4 2021 | $831,290,000 | +2.8% | 15,777 | -10.9% | 0.19% | -3.6% |
| Q3 2021 | $808,947,000 | -4.7% | 17,709 | -4.1% | 0.20% | -4.4% |
| Q2 2021 | $849,250,000 | -30.3% | 18,474 | -36.6% | 0.20% | -34.6% |
| Q1 2021 | $1,218,883,000 | -37.2% | 29,132 | -43.0% | 0.31% | -38.9% |
| Q4 2020 | $1,939,356,000 | -24.0% | 51,076 | -29.2% | 0.51% | -34.0% |
| Q3 2020 | $2,550,955,000 | +24.3% | 72,122 | +23.8% | 0.77% | +17.6% |
| Q2 2020 | $2,052,410,000 | +91.9% | 58,274 | +65.8% | 0.66% | +59.7% |
| Q1 2020 | $1,069,645,000 | -35.1% | 35,151 | -1.4% | 0.41% | -18.3% |
| Q4 2019 | $1,647,248,000 | – | 35,647 | – | 0.50% | – |
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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% |