SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 274 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 2023 | $542 | -39.6% | 30,530 | -33.6% | 0.00% | -50.0% |
| Q2 2023 | $898 | -9.6% | 45,993 | -9.7% | 0.01% | -14.3% |
| Q1 2023 | $993 | +3210.0% | 50,910 | +3140.6% | 0.01% | – |
| Q4 2022 | $30 | -99.6% | 1,571 | +300.8% | 0.00% | – |
| Q3 2022 | $7,000 | -58.8% | 392 | -52.4% | 0.00% | – |
| Q2 2022 | $17,000 | -32.0% | 823 | -19.0% | 0.00% | – |
| Q1 2022 | $25,000 | +25.0% | 1,016 | +169.5% | 0.00% | – |
| Q4 2021 | $20,000 | +53.8% | 377 | +35.1% | 0.00% | – |
| Q2 2021 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q1 2021 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q4 2020 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q3 2020 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q2 2020 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q1 2020 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q4 2019 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q3 2019 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q2 2019 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q1 2019 | $13,000 | +160.0% | 279 | +96.5% | 0.00% | – |
| Q4 2018 | $5,000 | -16.7% | 142 | +7.6% | 0.00% | – |
| Q3 2018 | $6,000 | +50.0% | 132 | +50.0% | 0.00% | – |
| Q2 2018 | $4,000 | +33.3% | 88 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | -25.0% | 88 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | -42.9% | 88 | -50.3% | 0.00% | – |
| Q3 2017 | $7,000 | +75.0% | 177 | +101.1% | 0.00% | – |
| Q2 2017 | $4,000 | – | 88 | – | 0.00% | – |
Download | ||||||
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% |