SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 232 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,000 | 0.0% | 59 | 0.0% | 0.00% | -100.0% |
| Q1 2020 | $2,000 | -33.3% | 59 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | 0.0% | 59 | +1.7% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 58 | +1.8% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | -76.9% | 57 | -83.2% | 0.00% | -66.7% |
| Q1 2018 | $13,000 | -71.1% | 339 | -68.4% | 0.00% | -62.5% |
| Q4 2017 | $45,000 | +275.0% | 1,074 | +258.0% | 0.01% | +300.0% |
| Q3 2017 | $12,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $12,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $12,000 | 0.0% | 300 | 0.0% | 0.00% | -33.3% |
| Q4 2016 | $12,000 | -7.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | -25.0% |
| Q2 2016 | $13,000 | +8.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $12,000 | -83.1% | 300 | -84.6% | 0.00% | -84.6% |
| Q2 2015 | $71,000 | -22.0% | 1,952 | -12.6% | 0.03% | -25.7% |
| Q1 2015 | $91,000 | +4.6% | 2,234 | +0.0% | 0.04% | -7.9% |
| Q4 2014 | $87,000 | +40.3% | 2,233 | +21.8% | 0.04% | +26.7% |
| Q3 2014 | $62,000 | +6.9% | 1,833 | +11.0% | 0.03% | +7.1% |
| Q2 2014 | $58,000 | – | 1,651 | – | 0.03% | – |
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% |