SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $745,000 | -5.5% | 29,920 | +100.0% | 0.03% | -6.9% |
| Q4 2021 | $788,000 | +14.7% | 14,960 | -0.6% | 0.03% | +7.4% |
| Q3 2021 | $687,000 | +0.4% | 15,045 | +0.7% | 0.03% | -3.6% |
| Q2 2021 | $684,000 | +11.6% | 14,936 | +0.1% | 0.03% | -3.4% |
| Q1 2021 | $613,000 | +9.1% | 14,927 | +0.8% | 0.03% | +3.6% |
| Q4 2020 | $562,000 | +7.5% | 14,806 | +0.2% | 0.03% | -3.4% |
| Q3 2020 | $523,000 | -5.4% | 14,773 | -5.9% | 0.03% | -14.7% |
| Q2 2020 | $553,000 | -55.6% | 15,699 | -51.5% | 0.03% | -72.6% |
| Q4 2018 | $1,246,000 | – | 32,360 | – | 0.12% | – |
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% |