SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 392 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | -98.3% | 50 | -96.2% | 0.00% | -100.0% |
| Q3 2021 | $59,000 | -1.7% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $60,000 | +13.2% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $53,000 | +8.2% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $49,000 | +4800.0% | 1,300 | +7547.1% | 0.00% | – |
| Q4 2019 | $1,000 | -50.0% | 17 | -63.8% | 0.00% | – |
| Q3 2019 | $2,000 | +100.0% | 47 | +88.0% | 0.00% | – |
| Q1 2019 | $1,000 | -95.5% | 25 | -95.7% | 0.00% | -100.0% |
| Q3 2015 | $22,000 | +4.8% | 579 | +0.7% | 0.00% | 0.0% |
| Q2 2015 | $21,000 | -55.3% | 575 | -50.1% | 0.00% | -50.0% |
| Q1 2015 | $47,000 | +161.1% | 1,153 | +145.8% | 0.00% | +100.0% |
| Q4 2014 | $18,000 | – | 469 | – | 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% |