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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,140 | -7.5% | 120,565 | +1.8% | 0.90% | -2.3% |
| Q2 2023 | $2,314 | -0.3% | 118,461 | -0.5% | 0.92% | -5.0% |
| Q1 2023 | $2,322 | +2.3% | 119,060 | +1.2% | 0.97% | -3.4% |
| Q4 2022 | $2,269 | -99.9% | 117,615 | +10.1% | 1.01% | +7.9% |
| Q3 2022 | $1,996,000 | -15.2% | 106,810 | +3.7% | 0.93% | -1.8% |
| Q2 2022 | $2,354,000 | -7.7% | 102,994 | +0.5% | 0.95% | +2.0% |
| Q1 2022 | $2,550,000 | -1.0% | 102,435 | +109.5% | 0.93% | +1.1% |
| Q4 2021 | $2,576,000 | +19.0% | 48,897 | +3.2% | 0.92% | +14.7% |
| Q3 2021 | $2,165,000 | -5.2% | 47,388 | -5.0% | 0.80% | -5.3% |
| Q2 2021 | $2,284,000 | -7.1% | 49,887 | -16.6% | 0.85% | -0.4% |
| Q1 2021 | $2,458,000 | +20.7% | 59,813 | +11.6% | 0.85% | +6.8% |
| Q4 2020 | $2,036,000 | +25.8% | 53,615 | +17.2% | 0.80% | +8.9% |
| Q3 2020 | $1,618,000 | – | 45,750 | – | 0.73% | – |
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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% |