SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $230,000 | +9.5% | 9,256 | +44.4% | 0.01% | -12.5% |
| Q1 2020 | $210,000 | -36.2% | 6,408 | -10.5% | 0.01% | -20.0% |
| Q4 2019 | $329,000 | -9.6% | 7,158 | -7.2% | 0.01% | -16.7% |
| Q3 2019 | $364,000 | -3.4% | 7,713 | -9.0% | 0.01% | -7.7% |
| Q2 2019 | $377,000 | -3.1% | 8,478 | -3.1% | 0.01% | 0.0% |
| Q1 2019 | $389,000 | +12.8% | 8,748 | -2.2% | 0.01% | 0.0% |
| Q4 2018 | $345,000 | -9.0% | 8,948 | -1.6% | 0.01% | +8.3% |
| Q3 2018 | $379,000 | -11.9% | 9,093 | -11.7% | 0.01% | -20.0% |
| Q2 2018 | $430,000 | -12.4% | 10,294 | -19.9% | 0.02% | -11.8% |
| Q1 2018 | $491,000 | -23.2% | 12,849 | -16.3% | 0.02% | -22.7% |
| Q4 2017 | $639,000 | -12.7% | 15,349 | -13.7% | 0.02% | -15.4% |
| Q3 2017 | $732,000 | -5.9% | 17,789 | -5.7% | 0.03% | -10.3% |
| Q2 2017 | $778,000 | -3.1% | 18,868 | -4.1% | 0.03% | -6.5% |
| Q1 2017 | $803,000 | -42.9% | 19,680 | -42.6% | 0.03% | -45.6% |
| Q4 2016 | $1,407,000 | +58.3% | 34,280 | +64.4% | 0.06% | +50.0% |
| Q3 2016 | $889,000 | -13.7% | 20,853 | -12.1% | 0.04% | -11.6% |
| Q2 2016 | $1,030,000 | +0.2% | 23,713 | -4.5% | 0.04% | -2.3% |
| Q1 2016 | $1,028,000 | -76.0% | 24,842 | -77.0% | 0.04% | -75.0% |
| Q4 2015 | $4,275,000 | +20.2% | 107,851 | +12.8% | 0.18% | +11.4% |
| Q3 2015 | $3,556,000 | +5.1% | 95,621 | +2.6% | 0.16% | +12.9% |
| Q2 2015 | $3,384,000 | -3.9% | 93,179 | +7.3% | 0.14% | -3.4% |
| Q1 2015 | $3,522,000 | +8.4% | 86,852 | +4.1% | 0.14% | +10.7% |
| Q4 2014 | $3,249,000 | +28.1% | 83,415 | +12.0% | 0.13% | +21.3% |
| Q3 2014 | $2,536,000 | +9.8% | 74,464 | +14.1% | 0.11% | +11.3% |
| Q2 2014 | $2,309,000 | +21.8% | 65,277 | +14.0% | 0.10% | +14.1% |
| Q1 2014 | $1,896,000 | +13.2% | 57,266 | +3.4% | 0.08% | +11.8% |
| Q4 2013 | $1,675,000 | +44.6% | 55,366 | +47.8% | 0.08% | +33.3% |
| Q3 2013 | $1,158,000 | – | 37,460 | – | 0.06% | – |
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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% |