SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 470 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $491,081 | -35.6% | 24,591 | -34.5% | 0.05% | -35.9% |
| Q1 2024 | $762,523 | -25.9% | 37,563 | -24.4% | 0.08% | -31.6% |
| Q4 2023 | $1,028,762 | -2.9% | 49,675 | -16.8% | 0.11% | -12.3% |
| Q3 2023 | $1,059,836 | -14.0% | 59,709 | -5.4% | 0.13% | -11.0% |
| Q2 2023 | $1,232,706 | +3.4% | 63,119 | +3.2% | 0.15% | -2.0% |
| Q1 2023 | $1,192,326 | +5.3% | 61,145 | +1.0% | 0.15% | -8.6% |
| Q3 2022 | $1,132,000 | -6.7% | 60,550 | +6.2% | 0.16% | +0.6% |
| Q2 2022 | $1,213,000 | +2.2% | 57,036 | +21.0% | 0.16% | +11.0% |
| Q1 2022 | $1,187,000 | -4.2% | 47,132 | +100.4% | 0.15% | +3.5% |
| Q4 2021 | $1,239,000 | +17.1% | 23,519 | +1.5% | 0.14% | -0.7% |
| Q3 2021 | $1,058,000 | -3.3% | 23,166 | +1.0% | 0.14% | -11.2% |
| Q2 2021 | $1,094,000 | +16.9% | 22,946 | +0.7% | 0.16% | +6.0% |
| Q1 2021 | $936,000 | +6.4% | 22,789 | -0.9% | 0.15% | 0.0% |
| Q4 2020 | $880,000 | +2.2% | 22,989 | -5.6% | 0.15% | -13.2% |
| Q3 2020 | $861,000 | -38.4% | 24,353 | -22.7% | 0.17% | -47.7% |
| Q1 2019 | $1,398,000 | – | 31,485 | – | 0.33% | – |
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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% |