SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 13 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $501,757 | -13.8% | 28,268 | -5.2% | 0.26% | -12.8% |
| Q2 2023 | $582,259 | -2.3% | 29,814 | -2.5% | 0.30% | -8.2% |
| Q1 2023 | $596,030 | -22.9% | 30,566 | -23.8% | 0.33% | -29.1% |
| Q4 2022 | $773,528 | +98.3% | 40,100 | +92.0% | 0.47% | +74.3% |
| Q3 2022 | $390,000 | -61.5% | 20,881 | -56.6% | 0.27% | -60.9% |
| Q2 2022 | $1,014,000 | +133.1% | 48,084 | +175.4% | 0.69% | +156.0% |
| Q1 2022 | $435,000 | -10.7% | 17,458 | +89.0% | 0.27% | -11.3% |
| Q4 2021 | $487,000 | -23.8% | 9,235 | -34.0% | 0.30% | -48.3% |
| Q3 2021 | $639,000 | – | 13,996 | – | 0.58% | – |
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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% |