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 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
Q1 2024 | $4 | -20.0% | 220 | 0.0% | 0.00% | -50.0% |
Q4 2023 | $5 | +25.0% | 220 | 0.0% | 0.00% | +100.0% |
Q3 2023 | $4 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $4 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $4 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $4 | -99.9% | 220 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $4,000 | -20.0% | 220 | 0.0% | 0.00% | -50.0% |
Q2 2022 | $5,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $5,000 | -16.7% | 220 | +100.0% | 0.00% | 0.0% |
Q4 2021 | $6,000 | +20.0% | 110 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $5,000 | +25.0% | 110 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $4,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $4,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $4,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $4,000 | -20.0% | 110 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | -33.3% |
Q1 2019 | $5,000 | +25.0% | 110 | 0.0% | 0.00% | +50.0% |
Q4 2018 | $4,000 | -20.0% | 110 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | -33.3% |
Q2 2018 | $5,000 | +25.0% | 110 | 0.0% | 0.00% | +50.0% |
Q1 2018 | $4,000 | -20.0% | 110 | 0.0% | 0.00% | -33.3% |
Q4 2017 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $5,000 | +25.0% | 110 | 0.0% | 0.00% | +50.0% |
Q1 2017 | $4,000 | -73.3% | 110 | -70.1% | 0.00% | -77.8% |
Q4 2016 | $15,000 | +200.0% | 368 | +247.2% | 0.01% | +200.0% |
Q3 2016 | $5,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $5,000 | – | 106 | – | 0.00% | – |
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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% |