SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 13 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,827,256 | -9.1% | 102,944 | 0.0% | 0.37% | -23.3% |
| Q2 2023 | $2,010,496 | -7.0% | 102,944 | -7.1% | 0.48% | -20.2% |
| Q1 2023 | $2,161,497 | +1.1% | 110,846 | +0.0% | 0.61% | -16.4% |
| Q4 2022 | $2,137,448 | -2.0% | 110,806 | 0.0% | 0.73% | -1.4% |
| Q3 2022 | $2,182,000 | -6.8% | 110,806 | -0.1% | 0.74% | -35.7% |
| Q2 2022 | $2,340,000 | -15.3% | 110,970 | 0.0% | 1.15% | -32.6% |
| Q1 2022 | $2,762,000 | -5.5% | 110,970 | +100.0% | 1.70% | -23.5% |
| Q4 2021 | $2,924,000 | +5.6% | 55,485 | 0.0% | 2.22% | +7.3% |
| Q3 2021 | $2,768,000 | – | 55,485 | – | 2.07% | – |
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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% |