SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 380 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $159,030 | -9.6% | 8,959 | -0.6% | 0.01% | -11.1% |
| Q2 2023 | $175,952 | +6.7% | 9,009 | +6.5% | 0.01% | 0.0% |
| Q1 2023 | $164,903 | +7.5% | 8,457 | +6.3% | 0.01% | 0.0% |
| Q4 2022 | $153,443 | -5.9% | 7,955 | +3.2% | 0.01% | -18.2% |
| Q3 2022 | $163,000 | 0.0% | 7,709 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $163,000 | -35.1% | 7,709 | +61.8% | 0.01% | -26.7% |
| Q4 2021 | $251,000 | -42.0% | 4,764 | -49.7% | 0.02% | +7.1% |
| Q3 2021 | $433,000 | -87.4% | 9,477 | -87.4% | 0.01% | -87.3% |
| Q2 2021 | $3,437,000 | +844.2% | 75,056 | +746.7% | 0.11% | +746.2% |
| Q1 2021 | $364,000 | – | 8,865 | – | 0.01% | – |
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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% |