SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 219 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.45 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22 | -8.3% | 1,286 | +6.7% | 0.00% | 0.0% |
| Q2 2023 | $24 | +4.3% | 1,205 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $23 | 0.0% | 1,205 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $23 | -99.9% | 1,205 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $23,000 | -66.7% | 1,205 | -56.3% | 0.00% | -62.5% |
| Q1 2022 | $69,000 | +115.6% | 2,757 | +357.2% | 0.01% | +100.0% |
| Q4 2021 | $32,000 | -8.6% | 603 | -20.9% | 0.00% | -20.0% |
| Q3 2021 | $35,000 | -2.8% | 762 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $36,000 | +16.1% | 762 | 0.0% | 0.01% | -28.6% |
| Q1 2021 | $31,000 | +6.9% | 762 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $29,000 | +7.4% | 762 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $27,000 | -3.6% | 762 | -3.5% | 0.01% | -25.0% |
| Q2 2020 | $28,000 | +12.0% | 790 | 0.0% | 0.01% | +14.3% |
| Q1 2020 | $25,000 | -39.0% | 790 | -7.7% | 0.01% | -41.7% |
| Q4 2019 | $41,000 | 0.0% | 856 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $41,000 | +7.9% | 856 | +3.8% | 0.01% | +16.7% |
| Q2 2019 | $38,000 | +245.5% | 825 | +257.1% | 0.01% | +200.0% |
| Q1 2019 | $11,000 | +57.1% | 231 | +46.2% | 0.00% | +33.3% |
| Q4 2018 | $7,000 | 0.0% | 158 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | -12.5% | 158 | -8.1% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | +14.3% | 172 | +8.9% | 0.00% | 0.0% |
| Q1 2018 | $7,000 | -65.0% | 158 | -67.2% | 0.00% | -62.5% |
| Q4 2017 | $20,000 | +1900.0% | 482 | +2436.8% | 0.01% | – |
| Q3 2017 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | -100.0% |
| Q2 2017 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $1,000 | -96.0% | 19 | -97.0% | 0.00% | -93.3% |
| Q4 2016 | $25,000 | -3.8% | 627 | 0.0% | 0.02% | -6.2% |
| Q3 2016 | $26,000 | +1200.0% | 627 | +1179.6% | 0.02% | +1500.0% |
| Q2 2016 | $2,000 | -95.7% | 49 | -95.7% | 0.00% | -97.1% |
| Q1 2016 | $47,000 | -85.7% | 1,128 | -86.4% | 0.04% | -83.8% |
| Q4 2015 | $329,000 | – | 8,306 | – | 0.22% | – |
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% |