SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 209 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 1.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,224 | -49.1% | 407 | -44.0% | 0.00% | -42.9% |
Q2 2023 | $14,198 | +6.3% | 727 | +6.1% | 0.01% | 0.0% |
Q1 2023 | $13,358 | +22.8% | 685 | +21.5% | 0.01% | +75.0% |
Q4 2022 | $10,880 | +200.1% | 564 | +190.7% | 0.00% | +300.0% |
Q3 2022 | $3,626 | -11.4% | 194 | 0.0% | 0.00% | -50.0% |
Q2 2022 | $4,091 | -15.3% | 194 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $4,829 | -5.5% | 194 | +100.0% | 0.00% | 0.0% |
Q4 2021 | $5,111 | +15.3% | 97 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $4,431 | -4.2% | 97 | -4.0% | 0.00% | 0.0% |
Q2 2021 | $4,625 | +12.6% | 101 | +1.0% | 0.00% | 0.0% |
Q1 2021 | $4,109 | +10.4% | 100 | +2.0% | 0.00% | 0.0% |
Q4 2020 | $3,721 | +10.7% | 98 | +3.2% | 0.00% | 0.0% |
Q3 2020 | $3,360 | -14.9% | 95 | -15.2% | 0.00% | 0.0% |
Q2 2020 | $3,949 | -61.6% | 112 | -64.3% | 0.00% | -66.7% |
Q1 2020 | $10,280 | -89.4% | 314 | -85.2% | 0.01% | -88.0% |
Q4 2019 | $97,343 | -0.8% | 2,118 | +1.8% | 0.05% | -9.1% |
Q3 2019 | $98,161 | +47.2% | 2,081 | +38.6% | 0.06% | +44.7% |
Q2 2019 | $66,704 | -0.3% | 1,501 | -0.3% | 0.04% | -2.6% |
Q1 2019 | $66,912 | -22.1% | 1,506 | -32.5% | 0.04% | -29.1% |
Q4 2018 | $85,877 | -38.1% | 2,230 | -32.9% | 0.06% | -39.6% |
Q3 2018 | $138,711 | -0.7% | 3,324 | -0.6% | 0.09% | -6.2% |
Q2 2018 | $139,712 | +12.6% | 3,344 | +3.1% | 0.10% | +9.0% |
Q1 2018 | $124,045 | +29.4% | 3,243 | +40.8% | 0.09% | +27.1% |
Q4 2017 | $95,851 | -28.4% | 2,303 | -29.3% | 0.07% | -31.4% |
Q3 2017 | $133,960 | +0.3% | 3,257 | +0.5% | 0.10% | -3.8% |
Q2 2017 | $133,520 | +2.2% | 3,240 | +1.1% | 0.11% | -2.8% |
Q1 2017 | $130,659 | +1.7% | 3,204 | +2.3% | 0.11% | -5.2% |
Q4 2016 | $128,496 | +41.6% | 3,131 | +47.2% | 0.12% | +38.6% |
Q3 2016 | $90,717 | -0.3% | 2,127 | +1.6% | 0.08% | -3.5% |
Q2 2016 | $90,963 | +9.6% | 2,094 | +4.4% | 0.09% | +8.9% |
Q1 2016 | $83,007 | – | 2,005 | – | 0.08% | – |
Download |
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% |