SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $1,204,000 | +7.6% | 34,171 | 0.0% | 0.11% | -4.3% |
Q1 2020 | $1,119,000 | -28.7% | 34,171 | 0.0% | 0.12% | -12.8% |
Q4 2019 | $1,570,000 | -2.6% | 34,171 | 0.0% | 0.13% | -4.3% |
Q3 2019 | $1,612,000 | +6.1% | 34,171 | 0.0% | 0.14% | +10.3% |
Q2 2019 | $1,519,000 | +0.1% | 34,171 | 0.0% | 0.13% | -2.3% |
Q1 2019 | $1,518,000 | +12.6% | 34,171 | -2.3% | 0.13% | +2.4% |
Q4 2018 | $1,348,000 | -10.5% | 34,991 | -3.1% | 0.13% | -1.6% |
Q3 2018 | $1,506,000 | +2.0% | 36,092 | +2.1% | 0.13% | -7.2% |
Q2 2018 | $1,477,000 | -19.1% | 35,353 | -26.0% | 0.14% | -22.0% |
Q1 2018 | $1,826,000 | -8.1% | 47,744 | 0.0% | 0.18% | -8.3% |
Q4 2017 | $1,987,000 | +1.2% | 47,744 | 0.0% | 0.19% | -11.9% |
Q3 2017 | $1,964,000 | -0.2% | 47,744 | 0.0% | 0.22% | -2.2% |
Q2 2017 | $1,968,000 | +1.1% | 47,744 | 0.0% | 0.22% | -3.0% |
Q1 2017 | $1,947,000 | – | 47,744 | – | 0.23% | – |
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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% |