SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $207,046 | -2.1% | 10,601 | -2.3% | 0.01% | 0.0% |
| Q1 2023 | $211,506 | +1.1% | 10,846 | +0.0% | 0.01% | -12.5% |
| Q4 2022 | $209,114 | +3.5% | 10,841 | +0.1% | 0.01% | -11.1% |
| Q3 2022 | $202,000 | -84.7% | 10,833 | -82.8% | 0.01% | -83.9% |
| Q2 2022 | $1,324,000 | -3.7% | 62,802 | +8.1% | 0.06% | +1.8% |
| Q1 2022 | $1,375,000 | -10.6% | 58,080 | +99.0% | 0.06% | +1.9% |
| Q4 2021 | $1,538,000 | +493.8% | 29,188 | +415.2% | 0.05% | +440.0% |
| Q3 2021 | $259,000 | +2.4% | 5,665 | +2.3% | 0.01% | 0.0% |
| Q2 2021 | $253,000 | +11.5% | 5,536 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $227,000 | 0.0% | 5,517 | -26.6% | 0.01% | -63.0% |
| Q4 2013 | $227,000 | -2.2% | 7,515 | 0.0% | 0.03% | -12.9% |
| Q3 2013 | $232,000 | -36.3% | 7,515 | -33.8% | 0.03% | -44.6% |
| Q2 2013 | $364,000 | – | 11,350 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 1,116,896 | $52,684,000 | 11.71% |
| PIERSHALE FINANCIAL GROUP, INC. | 430,716 | $20,317,000 | 11.49% |
| Q3 Asset Management | 75,033 | $3,540,000 | 8.82% |
| Invst, LLC | 412,268 | $19,249,000 | 8.67% |
| Fund Evaluation Group, LLC | 899,283 | $42,419,000 | 7.90% |
| Premise Capital, LLC | 214,152 | $10,102,000 | 7.50% |
| CITIZENS & NORTHERN CORP | 268,261 | $12,654,000 | 6.90% |
| MONEYWISE, INC. | 164,861 | $7,777,000 | 6.28% |
| Moisand Fitzgerald Tamayo, LLC | 231,556 | $10,923,000 | 5.91% |
| Brand Asset Management Group, Inc. | 187,097 | $8,825,000 | 5.85% |