SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,217,222 | -13.5% | 293,928 | -4.8% | 1.28% | -12.2% |
| Q2 2023 | $6,032,524 | +2.6% | 308,885 | +2.4% | 1.46% | -5.7% |
| Q1 2023 | $5,881,792 | +5.1% | 301,630 | +3.9% | 1.55% | -11.5% |
| Q4 2022 | $5,598,717 | +6.4% | 290,239 | +3.1% | 1.75% | -11.6% |
| Q3 2022 | $5,263,000 | -8.3% | 281,617 | +3.4% | 1.98% | -11.0% |
| Q2 2022 | $5,741,000 | +35.8% | 272,230 | +60.3% | 2.23% | +40.2% |
| Q1 2022 | $4,228,000 | – | 169,865 | – | 1.59% | – |
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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% |