SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 473 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,953,091 | -12.9% | 402,916 | -1.6% | 0.01% | -26.7% |
| Q2 2023 | $7,984,409 | +11.7% | 409,276 | +4.1% | 0.02% | -16.7% |
| Q1 2023 | $7,150,523 | +3.6% | 393,163 | +9.7% | 0.02% | 0.0% |
| Q4 2022 | $6,899,492 | +3.5% | 358,275 | -0.5% | 0.02% | -50.0% |
| Q3 2022 | $6,667,000 | -7.6% | 360,126 | +5.2% | 0.04% | +9.1% |
| Q2 2022 | $7,216,000 | -15.2% | 342,192 | -0.2% | 0.03% | +32.0% |
| Q1 2022 | $8,512,000 | -1.5% | 343,002 | +109.3% | 0.02% | -13.8% |
| Q4 2021 | $8,646,000 | – | 163,855 | – | 0.03% | – |
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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% |