SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 270 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $525,415 | -12.0% | 26,109 | -11.2% | 0.09% | -14.0% |
Q1 2024 | $596,902 | +2.6% | 29,404 | +4.6% | 0.10% | -2.0% |
Q4 2023 | $581,910 | -13.5% | 28,098 | -25.9% | 0.10% | -18.4% |
Q3 2023 | $673,009 | -6.0% | 37,916 | +3.4% | 0.12% | 0.0% |
Q2 2023 | $715,853 | +0.1% | 36,654 | -0.1% | 0.12% | +1.6% |
Q1 2023 | $715,221 | -3.8% | 36,678 | -4.8% | 0.12% | -3.1% |
Q4 2022 | $743,398 | +588.3% | 38,538 | +564.7% | 0.13% | +535.0% |
Q3 2022 | $108,000 | +56.5% | 5,798 | +76.4% | 0.02% | +53.8% |
Q2 2022 | $69,000 | -9.2% | 3,286 | +7.9% | 0.01% | -7.1% |
Q1 2022 | $76,000 | -14.6% | 3,046 | +80.0% | 0.01% | -17.6% |
Q4 2021 | $89,000 | +93.5% | 1,692 | +68.2% | 0.02% | +70.0% |
Q3 2021 | $46,000 | 0.0% | 1,006 | +0.1% | 0.01% | 0.0% |
Q2 2021 | $46,000 | +24.3% | 1,005 | +10.9% | 0.01% | +11.1% |
Q1 2021 | $37,000 | +15.6% | 906 | +7.9% | 0.01% | +12.5% |
Q4 2020 | $32,000 | -5.9% | 840 | -13.5% | 0.01% | -11.1% |
Q3 2020 | $34,000 | -85.7% | 971 | -85.6% | 0.01% | -86.4% |
Q2 2020 | $237,000 | +111.6% | 6,734 | +97.5% | 0.07% | +78.4% |
Q1 2020 | $112,000 | -30.9% | 3,409 | -3.4% | 0.04% | +5.7% |
Q4 2019 | $162,000 | -5.8% | 3,530 | -3.2% | 0.04% | -10.3% |
Q3 2019 | $172,000 | +4.9% | 3,645 | -1.5% | 0.04% | +5.4% |
Q2 2019 | $164,000 | 0.0% | 3,700 | 0.0% | 0.04% | -2.6% |
Q1 2019 | $164,000 | +13.1% | 3,700 | -1.8% | 0.04% | -2.6% |
Q4 2018 | $145,000 | -28.6% | 3,767 | -22.6% | 0.04% | -22.0% |
Q3 2018 | $203,000 | -7.7% | 4,867 | -7.5% | 0.05% | -3.8% |
Q2 2018 | $220,000 | -32.7% | 5,260 | -38.5% | 0.05% | -37.3% |
Q1 2018 | $327,000 | -52.3% | 8,554 | -48.0% | 0.08% | -58.3% |
Q4 2017 | $685,000 | -1.7% | 16,450 | -2.9% | 0.20% | -11.6% |
Q3 2017 | $697,000 | -3.6% | 16,935 | -3.4% | 0.22% | -15.4% |
Q2 2017 | $723,000 | +4.5% | 17,540 | +3.3% | 0.27% | -3.6% |
Q1 2017 | $692,000 | +332.5% | 16,972 | +335.2% | 0.28% | +206.7% |
Q4 2016 | $160,000 | – | 3,900 | – | 0.09% | – |
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% |