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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $289,000 | -35.2% | 8,836 | -9.0% | 0.15% | -28.8% |
| Q4 2019 | $446,000 | -3.3% | 9,705 | -0.7% | 0.21% | -24.4% |
| Q3 2019 | $461,000 | +8.5% | 9,777 | +2.3% | 0.28% | +4.6% |
| Q2 2019 | $425,000 | -0.2% | 9,558 | -0.4% | 0.26% | -3.7% |
| Q1 2019 | $426,000 | +20.0% | 9,596 | +4.1% | 0.27% | +7.9% |
| Q4 2018 | $355,000 | -7.3% | 9,218 | +0.5% | 0.25% | +22.8% |
| Q3 2018 | $383,000 | +2.1% | 9,171 | +2.0% | 0.21% | -13.4% |
| Q2 2018 | $375,000 | +14.7% | 8,987 | +5.1% | 0.24% | +14.4% |
| Q1 2018 | $327,000 | -8.1% | 8,547 | -0.1% | 0.21% | -8.0% |
| Q4 2017 | $356,000 | +5.0% | 8,553 | +3.9% | 0.23% | +0.4% |
| Q3 2017 | $339,000 | +17.3% | 8,230 | +17.3% | 0.22% | +14.8% |
| Q2 2017 | $289,000 | +2.5% | 7,016 | +1.3% | 0.20% | -3.4% |
| Q1 2017 | $282,000 | – | 6,923 | – | 0.20% | – |
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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% |