SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 295 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 2.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $6,680,000 | +9.6% | 126,770 | -5.0% | 0.20% | -21.6% |
| Q3 2021 | $6,094,000 | -1.0% | 133,403 | -0.7% | 0.25% | -2.0% |
| Q2 2021 | $6,153,000 | +12.4% | 134,360 | +0.9% | 0.26% | +7.6% |
| Q1 2021 | $5,472,000 | +26.7% | 133,169 | +17.1% | 0.24% | +19.7% |
| Q4 2020 | $4,319,000 | +14.7% | 113,752 | +6.9% | 0.20% | +2.6% |
| Q3 2020 | $3,764,000 | +0.4% | 106,424 | 0.0% | 0.19% | -2.5% |
| Q2 2020 | $3,749,000 | -15.7% | 106,424 | -21.6% | 0.20% | -26.7% |
| Q1 2020 | $4,445,000 | -28.3% | 135,782 | +0.7% | 0.27% | -9.1% |
| Q4 2019 | $6,197,000 | -3.2% | 134,825 | -0.6% | 0.30% | -10.0% |
| Q3 2019 | $6,400,000 | +6.2% | 135,676 | 0.0% | 0.33% | +2.5% |
| Q2 2019 | $6,029,000 | +0.0% | 135,676 | 0.0% | 0.32% | -0.6% |
| Q1 2019 | $6,028,000 | +20.4% | 135,676 | +4.4% | 0.32% | +8.0% |
| Q4 2018 | $5,005,000 | -5.0% | 129,959 | +2.9% | 0.30% | +9.1% |
| Q3 2018 | $5,271,000 | – | 126,315 | – | 0.28% | – |
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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% |