SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 392 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,506 | +82.3% | 24,536 | +100.5% | 0.01% | -7.1% |
| Q2 2023 | $238,958 | +163.5% | 12,235 | +163.1% | 0.01% | +100.0% |
| Q1 2023 | $90,679 | +1.2% | 4,650 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $89,623 | +69.1% | 4,646 | +64.3% | 0.01% | +40.0% |
| Q3 2022 | $53,000 | +278.6% | 2,827 | +312.1% | 0.01% | +400.0% |
| Q2 2022 | $14,000 | +180.0% | 686 | +270.8% | 0.00% | – |
| Q1 2022 | $5,000 | +150.0% | 185 | +516.7% | 0.00% | – |
| Q4 2021 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -66.7% | 30 | -67.7% | 0.00% | – |
| Q1 2020 | $3,000 | – | 93 | – | 0.00% | – |
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% |