SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 8.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $352 | -9.0% | 19,850 | 0.0% | 0.03% | -10.8% |
| Q2 2023 | $387 | 0.0% | 19,850 | 0.0% | 0.04% | -9.8% |
| Q1 2023 | $387 | +1.3% | 19,850 | 0.0% | 0.04% | +24.2% |
| Q4 2022 | $382 | -99.9% | 19,850 | 0.0% | 0.03% | -46.8% |
| Q3 2022 | $371,000 | -36.9% | 19,850 | -28.8% | 0.06% | -19.5% |
| Q2 2022 | $588,000 | -9.1% | 27,875 | +7.3% | 0.08% | +6.9% |
| Q1 2022 | $647,000 | +23.7% | 25,975 | +161.7% | 0.07% | +10.8% |
| Q4 2021 | $523,000 | +15.2% | 9,925 | 0.0% | 0.06% | +6.6% |
| Q3 2021 | $454,000 | 0.0% | 9,925 | 0.0% | 0.06% | -9.0% |
| Q2 2021 | $454,000 | – | 9,925 | – | 0.07% | – |
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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% |