SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 424 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $222,000 | +10.4% | 4,704 | +3.6% | 0.00% | 0.0% |
| Q2 2019 | $201,000 | -91.4% | 4,541 | -91.7% | 0.00% | -94.1% |
| Q4 2016 | $2,330,000 | 0.0% | 54,637 | 0.0% | 0.03% | -2.9% |
| Q3 2016 | $2,330,000 | -2.3% | 54,637 | -0.5% | 0.04% | -5.4% |
| Q2 2016 | $2,385,000 | -42.1% | 54,922 | +440.6% | 0.04% | +311.1% |
| Q1 2015 | $4,119,000 | -91.1% | 10,159 | -91.4% | 0.01% | -91.3% |
| Q4 2014 | $46,248,000 | +24.9% | 118,739 | +9.2% | 0.10% | +19.5% |
| Q3 2014 | $37,024,000 | -32.6% | 108,704 | -30.0% | 0.09% | -33.6% |
| Q2 2014 | $54,928,000 | +32.5% | 155,298 | +24.0% | 0.13% | +22.4% |
| Q1 2014 | $41,461,000 | – | 125,223 | – | 0.11% | – |
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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% |