SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 377 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.59 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $167,635 | -6.6% | 9,444 | +2.8% | 0.00% | 0.0% |
Q2 2023 | $179,464 | +3.7% | 9,189 | +3.6% | 0.00% | 0.0% |
Q1 2023 | $173,004 | +33.8% | 8,872 | +32.3% | 0.00% | 0.0% |
Q4 2022 | $129,321 | -8.3% | 6,704 | -11.4% | 0.00% | 0.0% |
Q3 2022 | $141,000 | +5.2% | 7,570 | +18.7% | 0.00% | 0.0% |
Q2 2022 | $134,000 | -20.7% | 6,376 | -6.3% | 0.00% | 0.0% |
Q1 2022 | $169,000 | -5.1% | 6,802 | +101.6% | 0.00% | 0.0% |
Q4 2021 | $178,000 | +5833.3% | 3,374 | +5012.1% | 0.00% | – |
Q3 2021 | $3,000 | -57.1% | 66 | -55.7% | 0.00% | – |
Q2 2021 | $7,000 | +133.3% | 149 | +77.4% | 0.00% | – |
Q1 2021 | $3,000 | -66.7% | 84 | -66.4% | 0.00% | – |
Q4 2020 | $9,000 | -90.0% | 250 | -90.1% | 0.00% | – |
Q3 2020 | $90,000 | +143.2% | 2,537 | +141.6% | 0.00% | – |
Q2 2020 | $37,000 | -26.0% | 1,050 | -31.1% | 0.00% | – |
Q1 2020 | $50,000 | -97.0% | 1,524 | -95.9% | 0.00% | -100.0% |
Q4 2019 | $1,688,000 | +0.7% | 36,723 | +3.4% | 0.01% | -10.0% |
Q3 2019 | $1,676,000 | +3.6% | 35,528 | -2.4% | 0.01% | +11.1% |
Q2 2019 | $1,618,000 | -5.7% | 36,407 | -5.7% | 0.01% | -10.0% |
Q1 2019 | $1,715,000 | +15.5% | 38,610 | +0.1% | 0.01% | -9.1% |
Q4 2018 | $1,485,000 | +6087.5% | 38,565 | +6689.6% | 0.01% | – |
Q3 2018 | $24,000 | 0.0% | 568 | +0.2% | 0.00% | – |
Q2 2018 | $24,000 | -4.0% | 567 | -11.8% | 0.00% | – |
Q1 2018 | $25,000 | – | 643 | – | 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% |