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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,090,842 | +706.3% | 286,808 | +787.2% | 0.01% | +600.0% |
| Q2 2023 | $631,346 | -67.5% | 32,327 | -67.6% | 0.00% | -66.7% |
| Q1 2023 | $1,944,404 | +10233605.3% | 99,713 | +9971200.0% | 0.00% | – |
| Q4 2022 | $19 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q3 2022 | $831,555,000 | -75.7% | 44,492 | -72.5% | 0.00% | -80.0% |
| Q2 2022 | $3,417,677,000 | -44.1% | 162,052 | -34.1% | 0.01% | -37.5% |
| Q1 2022 | $6,116,842,000 | +28.8% | 245,755 | +172.6% | 0.01% | +14.3% |
| Q4 2021 | $4,749,635,000 | -82.7% | 90,143 | -85.0% | 0.01% | -82.1% |
| Q3 2021 | $27,439,976,000 | +526.6% | 600,700 | +528.1% | 0.04% | +550.0% |
| Q2 2021 | $4,379,356,000 | +108.0% | 95,640 | +86.7% | 0.01% | +100.0% |
| Q1 2021 | $2,105,246,000 | +1074.4% | 51,235 | +985.3% | 0.00% | – |
| Q4 2020 | $179,256,000 | +212.8% | 4,721 | +191.4% | 0.00% | – |
| Q3 2020 | $57,299,000 | +133.4% | 1,620 | +132.4% | 0.00% | – |
| Q2 2020 | $24,548,000 | +63.7% | 697 | +52.2% | 0.00% | – |
| Q1 2020 | $14,995,000 | -87.6% | 458 | -82.6% | 0.00% | – |
| Q4 2019 | $121,288,000 | +20.5% | 2,639 | +23.7% | 0.00% | – |
| Q3 2019 | $100,661,000 | +77.5% | 2,134 | +67.2% | 0.00% | – |
| Q2 2019 | $56,705,000 | -15.4% | 1,276 | -15.4% | 0.00% | – |
| Q1 2019 | $67,000,000 | -10.1% | 1,508 | -22.1% | 0.00% | – |
| Q4 2018 | $74,517,000 | +11.5% | 1,935 | +20.9% | 0.00% | – |
| Q3 2018 | $66,810,000 | -8.7% | 1,601 | -8.6% | 0.00% | – |
| Q2 2018 | $73,157,000 | +120.1% | 1,751 | +101.5% | 0.00% | – |
| Q1 2018 | $33,239,000 | – | 869 | – | 0.00% | – |
Download | ||||||
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% |