SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 275 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 1.03 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2018 | $240,000 | -36.3% | 5,761 | -36.2% | 0.06% | -39.2% |
Q2 2018 | $377,000 | -90.2% | 9,035 | -91.0% | 0.10% | -90.3% |
Q1 2018 | $3,857,000 | +2.1% | 100,840 | +11.1% | 1.05% | +1.5% |
Q4 2017 | $3,779,000 | +6.4% | 90,789 | +5.1% | 1.03% | +1.8% |
Q3 2017 | $3,552,000 | +4.3% | 86,360 | +4.5% | 1.01% | -0.9% |
Q2 2017 | $3,405,000 | +4.1% | 82,625 | +3.0% | 1.02% | +2.8% |
Q1 2017 | $3,272,000 | +4.9% | 80,244 | +5.6% | 1.00% | -0.2% |
Q4 2016 | $3,118,000 | +2.0% | 75,966 | +6.0% | 1.00% | +0.9% |
Q3 2016 | $3,056,000 | +14.6% | 71,649 | +16.7% | 0.99% | +9.3% |
Q2 2016 | $2,666,000 | +5.1% | 61,375 | +0.1% | 0.90% | +0.7% |
Q1 2016 | $2,537,000 | +7.0% | 61,292 | +2.4% | 0.90% | +2.5% |
Q4 2015 | $2,372,000 | +9.7% | 59,833 | +2.9% | 0.88% | -7.7% |
Q3 2015 | $2,163,000 | +4.5% | 58,173 | +2.1% | 0.95% | +12.2% |
Q2 2015 | $2,069,000 | -7.3% | 56,965 | +3.5% | 0.85% | -4.8% |
Q1 2015 | $2,232,000 | +7.4% | 55,045 | +3.1% | 0.89% | +38.7% |
Q4 2014 | $2,079,000 | +18.7% | 53,370 | +3.8% | 0.64% | +17.4% |
Q3 2014 | $1,752,000 | -2.4% | 51,434 | +1.4% | 0.55% | +0.6% |
Q2 2014 | $1,795,000 | +11.3% | 50,748 | +4.2% | 0.54% | +4.2% |
Q1 2014 | $1,613,000 | +11.2% | 48,703 | +1.6% | 0.52% | +1.0% |
Q4 2013 | $1,450,000 | -9.7% | 47,932 | -7.7% | 0.52% | -11.3% |
Q3 2013 | $1,605,000 | -46.3% | 51,950 | -44.2% | 0.58% | -52.7% |
Q2 2013 | $2,989,000 | – | 93,176 | – | 1.23% | – |
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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% |