SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 359 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $746,512 | -11.9% | 42,057 | -3.1% | 0.38% | -10.8% |
| Q2 2023 | $847,758 | -16.6% | 43,408 | -16.7% | 0.43% | -20.9% |
| Q1 2023 | $1,016,009 | +96662.8% | 52,103 | -4.3% | 0.54% | -8.5% |
| Q4 2022 | $1,050 | -99.9% | 54,435 | -4.0% | 0.59% | -5.8% |
| Q3 2022 | $1,060,000 | -14.4% | 56,694 | -3.5% | 0.63% | -11.5% |
| Q2 2022 | $1,239,000 | -20.6% | 58,763 | -6.3% | 0.71% | -7.3% |
| Q1 2022 | $1,561,000 | -9.1% | 62,714 | +92.5% | 0.76% | -8.1% |
| Q4 2021 | $1,717,000 | +14.1% | 32,584 | -1.1% | 0.83% | +4.1% |
| Q3 2021 | $1,505,000 | -2.3% | 32,947 | -2.1% | 0.80% | -2.3% |
| Q2 2021 | $1,541,000 | +5.5% | 33,655 | -5.3% | 0.82% | -3.0% |
| Q1 2021 | $1,460,000 | +1.7% | 35,543 | -6.0% | 0.84% | -10.8% |
| Q4 2020 | $1,436,000 | +3.6% | 37,810 | -3.5% | 0.94% | -9.2% |
| Q3 2020 | $1,386,000 | -1.8% | 39,197 | -2.2% | 1.04% | -12.8% |
| Q2 2020 | $1,412,000 | +11.4% | 40,080 | +3.6% | 1.19% | -14.5% |
| Q1 2020 | $1,267,000 | -28.1% | 38,699 | +0.9% | 1.39% | -11.9% |
| Q4 2019 | $1,763,000 | – | 38,363 | – | 1.58% | – |
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% |