SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 392 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,595,000 | +15.2% | 45,279 | +7.0% | 0.75% | +18.8% |
| Q1 2020 | $1,385,000 | -36.7% | 42,300 | -11.1% | 0.63% | +4.0% |
| Q4 2019 | $2,187,000 | +5.2% | 47,579 | +8.0% | 0.60% | +57.6% |
| Q3 2019 | $2,079,000 | +10.5% | 44,065 | +4.1% | 0.38% | +15.0% |
| Q2 2019 | $1,882,000 | +1.5% | 42,348 | +1.4% | 0.33% | +3.7% |
| Q1 2019 | $1,855,000 | +13.7% | 41,759 | -1.4% | 0.32% | -3.3% |
| Q4 2018 | $1,631,000 | -9.5% | 42,350 | -2.0% | 0.33% | -15.1% |
| Q3 2018 | $1,803,000 | +3.8% | 43,212 | +4.0% | 0.39% | -0.5% |
| Q2 2018 | $1,737,000 | – | 41,569 | – | 0.39% | – |
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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% |