SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201,485 | -23.7% | 10,317 | -23.8% | 0.13% | -20.1% |
| Q1 2023 | $264,037 | -1.4% | 13,540 | -2.4% | 0.16% | -6.8% |
| Q4 2022 | $267,684 | -8.0% | 13,877 | -10.8% | 0.18% | -15.0% |
| Q3 2022 | $291,000 | -11.0% | 15,564 | +0.5% | 0.21% | -17.5% |
| Q2 2022 | $327,000 | -14.8% | 15,494 | +0.3% | 0.25% | -5.6% |
| Q1 2022 | $384,000 | -13.3% | 15,447 | +83.6% | 0.27% | -11.0% |
| Q4 2021 | $443,000 | +13.9% | 8,413 | -1.2% | 0.30% | -12.3% |
| Q3 2021 | $389,000 | -3.2% | 8,516 | -3.0% | 0.34% | -17.4% |
| Q2 2021 | $402,000 | – | 8,782 | – | 0.41% | – |
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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% |