SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 295 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 2.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $306,000 | -44.3% | 7,942 | -39.7% | 0.13% | -11.1% |
| Q3 2018 | $549,000 | -8.2% | 13,165 | -8.0% | 0.14% | -14.3% |
| Q2 2018 | $598,000 | -23.1% | 14,308 | -29.6% | 0.17% | -26.3% |
| Q1 2018 | $778,000 | -35.9% | 20,333 | -30.3% | 0.23% | -32.1% |
| Q4 2017 | $1,214,000 | -2.0% | 29,168 | -3.2% | 0.34% | -8.9% |
| Q3 2017 | $1,239,000 | -13.9% | 30,121 | -13.7% | 0.37% | -17.1% |
| Q2 2017 | $1,439,000 | -38.5% | 34,922 | -37.2% | 0.44% | -40.6% |
| Q1 2017 | $2,340,000 | -36.2% | 55,571 | -37.8% | 0.75% | -40.7% |
| Q4 2016 | $3,668,000 | -17.0% | 89,388 | -16.5% | 1.26% | -20.9% |
| Q3 2016 | $4,417,000 | +122.0% | 107,076 | +138.5% | 1.60% | +107.0% |
| Q2 2016 | $1,990,000 | +15.4% | 44,901 | -16.5% | 0.77% | -25.1% |
| Q2 2013 | $1,725,000 | – | 53,758 | – | 1.03% | – |
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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% |