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 | $326,720 | -10.6% | 18,407 | -1.6% | 0.34% | -5.8% |
| Q2 2023 | $365,294 | +0.2% | 18,704 | +0.0% | 0.36% | -2.4% |
| Q1 2023 | $364,674 | -2.2% | 18,701 | -3.2% | 0.37% | -5.1% |
| Q4 2022 | $372,784 | +3.3% | 19,325 | +0.0% | 0.39% | -3.2% |
| Q3 2022 | $361,000 | -12.0% | 19,320 | -0.7% | 0.40% | -7.6% |
| Q2 2022 | $410,000 | -15.8% | 19,450 | -0.7% | 0.44% | -1.8% |
| Q1 2022 | $487,000 | -6.0% | 19,590 | +99.5% | 0.44% | -3.9% |
| Q4 2021 | $518,000 | – | 9,820 | – | 0.46% | – |
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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% |