SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $61,333 | -23.1% | 3,145 | -23.9% | 0.02% | -26.1% |
Q4 2022 | $79,737 | +3.6% | 4,134 | +0.4% | 0.02% | -8.0% |
Q3 2022 | $77,000 | -11.5% | 4,119 | +0.3% | 0.02% | -7.4% |
Q2 2022 | $87,000 | -26.3% | 4,105 | -13.5% | 0.03% | -12.9% |
Q1 2022 | $118,000 | -5.6% | 4,743 | +100.0% | 0.03% | 0.0% |
Q4 2021 | $125,000 | +43.7% | 2,372 | +11.7% | 0.03% | +24.0% |
Q1 2021 | $87,000 | +52.6% | 2,123 | +31.8% | 0.02% | +25.0% |
Q3 2020 | $57,000 | -3.4% | 1,611 | +28.4% | 0.02% | -4.8% |
Q3 2019 | $59,000 | +28.3% | 1,255 | +12.6% | 0.02% | +5.0% |
Q3 2017 | $46,000 | 0.0% | 1,115 | 0.0% | 0.02% | -4.8% |
Q2 2017 | $46,000 | – | 1,115 | – | 0.02% | – |
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% |