SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 125 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is 1.20 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $7 | -46.2% | 387 | -49.4% | 0.00% | – |
| Q3 2023 | $13 | -7.1% | 765 | +2.3% | 0.00% | – |
| Q2 2023 | $14 | -100.0% | 748 | -32.0% | 0.00% | – |
| Q4 2021 | $57,000 | +612.5% | 1,100 | +382.5% | 0.00% | – |
| Q3 2020 | $8,000 | -86.0% | 228 | -86.0% | 0.00% | – |
| Q2 2020 | $57,000 | +23.9% | 1,628 | +14.0% | 0.00% | – |
| Q1 2020 | $46,000 | +12.2% | 1,428 | +58.3% | 0.00% | – |
| Q4 2019 | $41,000 | -14.6% | 902 | -18.0% | 0.00% | – |
| Q2 2019 | $48,000 | +4700.0% | 1,100 | +3135.3% | 0.00% | – |
| Q4 2018 | $1,000 | -98.0% | 34 | -97.2% | 0.00% | – |
| Q3 2018 | $50,000 | -15.3% | 1,205 | -15.4% | 0.00% | -100.0% |
| Q4 2017 | $59,000 | +1375.0% | 1,425 | +1297.1% | 0.00% | – |
| Q3 2017 | $4,000 | -20.0% | 102 | -29.2% | 0.00% | – |
| Q1 2017 | $5,000 | -88.9% | 144 | -88.2% | 0.00% | -100.0% |
| Q3 2015 | $45,000 | +136.8% | 1,216 | +125.6% | 0.00% | +50.0% |
| Q2 2015 | $19,000 | – | 539 | – | 0.00% | – |
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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% |