SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 275 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 1.03 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2024 | $11,185 | +146.6% | 551 | +151.6% | 0.00% | – |
| Q4 2023 | $4,535 | -79.0% | 219 | -80.4% | 0.00% | -100.0% |
| Q4 2022 | $21,605 | +980.2% | 1,120 | +987.4% | 0.00% | – |
| Q3 2022 | $2,000 | -80.0% | 103 | -74.5% | 0.00% | -100.0% |
| Q1 2022 | $10,000 | +100.0% | 404 | +248.3% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | -76.2% | 116 | -74.9% | 0.00% | -66.7% |
| Q1 2019 | $21,000 | +2000.0% | 462 | +1825.0% | 0.01% | – |
| Q4 2018 | $1,000 | -87.5% | 24 | -87.4% | 0.00% | -100.0% |
| Q3 2018 | $8,000 | -46.7% | 191 | -47.4% | 0.00% | -62.5% |
| Q2 2018 | $15,000 | -42.3% | 363 | -41.4% | 0.01% | -42.9% |
| Q4 2017 | $26,000 | – | 619 | – | 0.01% | – |
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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% |