SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
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 ↓ |
---|---|---|---|
Tradewinds Capital Management, LLC | 373,302 | $12,715,000 | 9.64% |
PIERSHALE FINANCIAL GROUP, INC. | 173,861 | $5,922,000 | 4.74% |
3D ASSET MANAGEMENT, INC | 436,957 | $14,883,000 | 4.53% |
Whitnell & Co. | 325,106 | $11,073,000 | 4.42% |
Vigilant Capital Management, LLC | 364,675 | $12,421,000 | 2.69% |
RiverFront Investment Group, LLC | 2,721,195 | $92,684,000 | 2.29% |
Courage Miller Partners, LLC | 84,626 | $2,882,000 | 2.24% |
Charles Schwab Investment Advisory, Inc. | 2,094,173 | $71,328,000 | 2.21% |
Financial Management Professionals, Inc. | 91,920 | $3,130,000 | 2.14% |
INTERACTIVE FINANCIAL ADVISORS, INC. | 66,113 | $2,252,000 | 1.28% |