SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $347,279 | +1.0% | 19,565 | +11.1% | 0.04% | +6.1% |
| Q2 2023 | $343,923 | -2.9% | 17,610 | -3.0% | 0.03% | -5.7% |
| Q1 2023 | $354,120 | +31.3% | 18,160 | +29.9% | 0.04% | +29.6% |
| Q4 2022 | $269,731 | +20.4% | 13,983 | +16.6% | 0.03% | +12.5% |
| Q3 2022 | $224,000 | +2.3% | 11,988 | +15.3% | 0.02% | +9.1% |
| Q2 2022 | $219,000 | -2.2% | 10,393 | +15.7% | 0.02% | +10.0% |
| Q1 2022 | $224,000 | -5.5% | 8,983 | +100.0% | 0.02% | 0.0% |
| Q4 2021 | $237,000 | +14.5% | 4,491 | -1.1% | 0.02% | 0.0% |
| Q3 2021 | $207,000 | -0.5% | 4,541 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $208,000 | +3.5% | 4,541 | -7.2% | 0.02% | 0.0% |
| Q1 2021 | $201,000 | – | 4,891 | – | 0.02% | – |
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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% |