SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 377 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $294,000 | -47.7% | 13,900 | -37.5% | 0.00% | -33.3% |
| Q1 2022 | $562,000 | -14.5% | 22,253 | +78.4% | 0.01% | -14.3% |
| Q4 2021 | $657,000 | +10.6% | 12,477 | -2.5% | 0.01% | 0.0% |
| Q3 2021 | $594,000 | -40.6% | 12,799 | -41.1% | 0.01% | -41.7% |
| Q2 2021 | $1,000,000 | -82.8% | 21,718 | -84.5% | 0.01% | -84.2% |
| Q1 2021 | $5,799,000 | +44.5% | 140,109 | +32.6% | 0.08% | +35.7% |
| Q4 2020 | $4,013,000 | -2.9% | 105,693 | -9.8% | 0.06% | -12.5% |
| Q3 2020 | $4,134,000 | -6.4% | 117,148 | -7.7% | 0.06% | -12.3% |
| Q2 2020 | $4,417,000 | -4.2% | 126,950 | -8.4% | 0.07% | -13.1% |
| Q1 2020 | $4,609,000 | +6.3% | 138,557 | +46.8% | 0.08% | +23.5% |
| Q4 2019 | $4,337,000 | +7.0% | 94,360 | +3.5% | 0.07% | +1.5% |
| Q2 2019 | $4,053,000 | +4.3% | 91,195 | +4.3% | 0.07% | 0.0% |
| Q1 2019 | $3,885,000 | – | 87,432 | – | 0.07% | – |
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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% |