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 2022 | $5,489,000 | -12.2% | 293,698 | -1.0% | 0.41% | -10.6% |
| Q2 2022 | $6,255,000 | -15.7% | 296,564 | -0.6% | 0.46% | +0.7% |
| Q1 2022 | $7,424,000 | -4.7% | 298,260 | +101.7% | 0.46% | -6.7% |
| Q4 2021 | $7,793,000 | +16.2% | 147,899 | +0.7% | 0.49% | +10.8% |
| Q3 2021 | $6,707,000 | -0.2% | 146,827 | +0.0% | 0.44% | +1.8% |
| Q2 2021 | $6,721,000 | +13.4% | 146,781 | +1.8% | 0.44% | -0.7% |
| Q1 2021 | $5,925,000 | +4.6% | 144,199 | -3.3% | 0.44% | -1.8% |
| Q4 2020 | $5,663,000 | +3.4% | 149,157 | -3.7% | 0.45% | -9.3% |
| Q3 2020 | $5,477,000 | -2.4% | 154,854 | -2.8% | 0.49% | -3.0% |
| Q2 2020 | $5,613,000 | – | 159,382 | – | 0.51% | – |
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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% |