SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 51 filers reported holding SCHWAB STRATEGIC TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $375,000 | +3.0% | 10,647 | -4.2% | 0.10% | -2.8% |
| Q1 2020 | $364,000 | -47.6% | 11,109 | -26.5% | 0.11% | -32.9% |
| Q4 2019 | $695,000 | -4.0% | 15,114 | -1.6% | 0.16% | -6.9% |
| Q3 2019 | $724,000 | +3.9% | 15,353 | -2.1% | 0.17% | +1.8% |
| Q2 2019 | $697,000 | -6.3% | 15,679 | -6.3% | 0.17% | -2.9% |
| Q1 2019 | $744,000 | +10.2% | 16,738 | -4.6% | 0.18% | +0.6% |
| Q4 2018 | $675,000 | -7.4% | 17,540 | +0.4% | 0.17% | +5.5% |
| Q3 2018 | $729,000 | -2.9% | 17,470 | -2.8% | 0.16% | -8.3% |
| Q2 2018 | $751,000 | +5.2% | 17,974 | -3.7% | 0.18% | +6.5% |
| Q1 2018 | $714,000 | -11.5% | 18,662 | -3.8% | 0.17% | -10.1% |
| Q4 2017 | $807,000 | -2.1% | 19,399 | -3.1% | 0.19% | -4.1% |
| Q3 2017 | $824,000 | -1.2% | 20,023 | -1.5% | 0.20% | -7.5% |
| Q2 2017 | $834,000 | -0.6% | 20,330 | -1.2% | 0.21% | -2.3% |
| Q1 2017 | $839,000 | -38.3% | 20,571 | -37.9% | 0.22% | -40.2% |
| Q4 2016 | $1,359,000 | -4.6% | 33,117 | -0.8% | 0.36% | -5.0% |
| Q3 2016 | $1,424,000 | -30.8% | 33,382 | -29.5% | 0.38% | -33.3% |
| Q2 2016 | $2,058,000 | -20.7% | 47,377 | -24.4% | 0.57% | -22.3% |
| Q1 2016 | $2,596,000 | -80.3% | 62,709 | -81.2% | 0.74% | -81.3% |
| Q4 2015 | $13,188,000 | +1.7% | 332,685 | -4.6% | 3.93% | -0.1% |
| Q3 2015 | $12,973,000 | +2.9% | 348,840 | +0.5% | 3.94% | +4.2% |
| Q2 2015 | $12,609,000 | -10.2% | 347,169 | +0.3% | 3.78% | -10.8% |
| Q1 2015 | $14,038,000 | +1.1% | 346,186 | -2.9% | 4.24% | +0.1% |
| Q4 2014 | $13,887,000 | -6.7% | 356,537 | -18.4% | 4.24% | -6.4% |
| Q3 2014 | $14,883,000 | -15.1% | 436,957 | -11.8% | 4.53% | -10.9% |
| Q2 2014 | $17,520,000 | +8.9% | 495,336 | +1.9% | 5.08% | +5.4% |
| Q1 2014 | $16,095,000 | +12.9% | 486,092 | +3.1% | 4.82% | +11.1% |
| Q4 2013 | $14,260,000 | +1.4% | 471,405 | +3.6% | 4.34% | -4.8% |
| Q3 2013 | $14,066,000 | +25.0% | 455,212 | +29.7% | 4.56% | +20.4% |
| Q2 2013 | $11,257,000 | – | 350,904 | – | 3.79% | – |
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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% |