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 | $54,006 | -8.8% | 3,043 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $59,220 | -60.2% | 3,032 | -60.3% | 0.00% | -66.7% |
| Q1 2023 | $148,895 | +62199.2% | 7,636 | -38.4% | 0.01% | -53.8% |
| Q4 2022 | $239 | -98.4% | 12,400 | +1451.9% | 0.01% | +1200.0% |
| Q3 2022 | $15,000 | -59.5% | 799 | -54.7% | 0.00% | -50.0% |
| Q2 2022 | $37,000 | -92.1% | 1,764 | -90.7% | 0.00% | -84.6% |
| Q1 2022 | $470,000 | +29.8% | 18,885 | +174.9% | 0.01% | +62.5% |
| Q4 2021 | $362,000 | +7.7% | 6,870 | -6.5% | 0.01% | -11.1% |
| Q3 2021 | $336,000 | -7.2% | 7,346 | -7.1% | 0.01% | -10.0% |
| Q2 2021 | $362,000 | +11.0% | 7,909 | -0.2% | 0.01% | +11.1% |
| Q1 2021 | $326,000 | – | 7,925 | – | 0.01% | – |
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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% |