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 | $5,254 | -9.1% | 296 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,781 | -0.1% | 296 | -0.3% | 0.00% | 0.0% |
| Q1 2023 | $5,787 | -28.4% | 297 | -29.1% | 0.00% | 0.0% |
| Q4 2022 | $8,081 | -19.2% | 419 | +124.1% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | +11.1% | 187 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | +350.0% | 187 | +297.9% | 0.00% | – |
| Q2 2021 | $2,000 | -33.3% | 47 | -32.9% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 70 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | – | 70 | +6900.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | – | 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% |