SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 442 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $23,010 | +667.0% | 1,180 | +780.6% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 134 | +57.6% | 0.00% | – |
| Q1 2020 | $3,000 | 0.0% | 85 | +11.8% | 0.00% | – |
| Q4 2019 | $3,000 | -25.0% | 76 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | +33.3% | 76 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | -40.0% | 76 | -30.9% | 0.00% | – |
| Q1 2019 | $5,000 | +25.0% | 110 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | -20.0% | 110 | 0.0% | 0.00% | – |
| Q3 2018 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q2 2018 | $5,000 | +25.0% | 110 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | -20.0% | 110 | 0.0% | 0.00% | – |
| Q4 2017 | $5,000 | – | 110 | – | 0.00% | – |
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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% |