SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 380 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,456 | -10.0% | 82,013 | -1.0% | 0.67% | -6.3% |
| Q2 2023 | $1,618 | +9.8% | 82,854 | +9.7% | 0.72% | +6.4% |
| Q1 2023 | $1,473 | -99.3% | 75,545 | +1665.9% | 0.67% | +647.8% |
| Q4 2021 | $225,000 | -86.2% | 4,278 | -88.0% | 0.09% | -86.5% |
| Q3 2021 | $1,629,000 | -0.9% | 35,672 | -0.7% | 0.67% | -1.6% |
| Q2 2021 | $1,644,000 | +13.3% | 35,908 | +1.7% | 0.68% | -0.4% |
| Q1 2021 | $1,451,000 | +19.7% | 35,313 | +10.6% | 0.68% | +13.5% |
| Q4 2020 | $1,212,000 | – | 31,931 | – | 0.60% | – |
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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% |