SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,176 | -1.6% | 209 | 0.0% | 0.00% | 0.0% |
Q1 2024 | $4,245 | -2.0% | 209 | 0.0% | 0.00% | 0.0% |
Q4 2023 | $4,330 | +19.5% | 209 | +2.5% | 0.00% | 0.0% |
Q3 2023 | $3,623 | -9.1% | 204 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $3,986 | +0.2% | 204 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $3,980 | +1.1% | 204 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $3,937 | +293.7% | 204 | +628.6% | 0.00% | – |
Q3 2022 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
Q2 2022 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
Q1 2022 | $1,000 | -50.0% | 28 | -20.0% | 0.00% | -100.0% |
Q4 2021 | $2,000 | -96.0% | 35 | -97.5% | 0.00% | -95.7% |
Q2 2020 | $50,000 | +6.4% | 1,374 | -5.2% | 0.02% | -11.5% |
Q1 2020 | $47,000 | -33.8% | 1,450 | -5.6% | 0.03% | -10.3% |
Q4 2019 | $71,000 | +2.9% | 1,536 | +4.6% | 0.03% | -9.4% |
Q3 2019 | $69,000 | +4.5% | 1,469 | -1.7% | 0.03% | +6.7% |
Q2 2019 | $66,000 | -40.0% | 1,495 | -39.5% | 0.03% | -41.2% |
Q1 2019 | $110,000 | +14.6% | 2,470 | -0.4% | 0.05% | 0.0% |
Q4 2018 | $96,000 | 0.0% | 2,480 | +8.0% | 0.05% | +24.4% |
Q3 2018 | $96,000 | +5.5% | 2,297 | +5.1% | 0.04% | 0.0% |
Q2 2018 | $91,000 | +54.2% | 2,185 | +40.1% | 0.04% | +57.7% |
Q1 2018 | $59,000 | +11.3% | 1,560 | +21.4% | 0.03% | +8.3% |
Q4 2017 | $53,000 | +8.2% | 1,285 | +6.8% | 0.02% | +4.3% |
Q3 2017 | $49,000 | +8.9% | 1,203 | +10.2% | 0.02% | +4.5% |
Q2 2017 | $45,000 | +9.8% | 1,092 | +8.5% | 0.02% | 0.0% |
Q1 2017 | $41,000 | +7.9% | 1,006 | +9.1% | 0.02% | -4.3% |
Q4 2016 | $38,000 | -5.0% | 922 | -0.1% | 0.02% | 0.0% |
Q3 2016 | $40,000 | -4.8% | 923 | -2.7% | 0.02% | -14.8% |
Q2 2016 | $42,000 | +2.4% | 949 | -4.0% | 0.03% | -3.6% |
Q1 2016 | $41,000 | +10.8% | 989 | +6.9% | 0.03% | +12.0% |
Q4 2015 | $37,000 | +8.8% | 925 | 0.0% | 0.02% | +8.7% |
Q3 2015 | $34,000 | +9.7% | 925 | +9.3% | 0.02% | +21.1% |
Q2 2015 | $31,000 | +3.3% | 846 | +13.7% | 0.02% | +5.6% |
Q1 2015 | $30,000 | +7.1% | 744 | +3.3% | 0.02% | +12.5% |
Q4 2014 | $28,000 | +21.7% | 720 | +6.0% | 0.02% | +14.3% |
Q3 2014 | $23,000 | 0.0% | 679 | +4.6% | 0.01% | 0.0% |
Q2 2014 | $23,000 | -4.2% | 649 | -10.1% | 0.01% | -12.5% |
Q1 2014 | $24,000 | +20.0% | 722 | +11.8% | 0.02% | +6.7% |
Q4 2013 | $20,000 | – | 646 | – | 0.02% | – |
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% |