SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 442 filers reported holding SCHWAB STRATEGIC TR in Q2 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 | $2,621,190 | -22.4% | 147,673 | -14.6% | 2.30% | -36.0% |
| Q2 2023 | $3,376,182 | -1.9% | 172,872 | -2.0% | 3.60% | -25.9% |
| Q1 2023 | $3,440,205 | +8.5% | 176,421 | +7.4% | 4.85% | -2.4% |
| Q4 2022 | $3,169,624 | -3.3% | 164,314 | -6.3% | 4.97% | -18.4% |
| Q3 2022 | $3,277,000 | -12.6% | 175,347 | -1.4% | 6.09% | -7.5% |
| Q2 2022 | $3,751,000 | -10.7% | 177,850 | +5.4% | 6.58% | +54.3% |
| Q1 2022 | $4,200,000 | +1.1% | 168,758 | +114.0% | 4.27% | +10.8% |
| Q4 2021 | $4,155,000 | -40.6% | 78,856 | -48.5% | 3.85% | +54.3% |
| Q3 2021 | $6,992,000 | +112.7% | 153,060 | +113.2% | 2.50% | +6.7% |
| Q2 2021 | $3,288,000 | +14.3% | 71,808 | +2.6% | 2.34% | -21.9% |
| Q1 2021 | $2,876,000 | +21.0% | 70,002 | +11.9% | 2.99% | -17.1% |
| Q4 2020 | $2,376,000 | – | 62,564 | – | 3.61% | – |
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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% |