SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 349 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,656 | +619.9% | 713 | +692.2% | 0.00% | – |
| Q2 2023 | $1,758 | +175700.0% | 90 | – | 0.00% | – |
| Q1 2023 | $1 | -99.8% | 0 | -100.0% | 0.00% | – |
| Q4 2022 | $541 | – | 28 | – | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2022 | $24,000 | +2300.0% | 1,129 | +5031.8% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 22 | -15.4% | 0.00% | – |
| Q4 2021 | $1,000 | -66.7% | 26 | -52.7% | 0.00% | – |
| Q2 2021 | $3,000 | +200.0% | 55 | +71.9% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -66.7% | 32 | -69.2% | 0.00% | – |
| Q1 2020 | $3,000 | -99.5% | 104 | -99.3% | 0.00% | -100.0% |
| Q4 2019 | $645,000 | -0.3% | 14,026 | +2.3% | 0.03% | -9.4% |
| Q3 2019 | $647,000 | +6.1% | 13,715 | -0.0% | 0.03% | +3.2% |
| Q2 2019 | $610,000 | +74.8% | 13,720 | +74.5% | 0.03% | +34.8% |
| Q1 2019 | $349,000 | +3777.8% | 7,864 | +3458.4% | 0.02% | +2200.0% |
| Q4 2018 | $9,000 | +350.0% | 221 | +309.3% | 0.00% | – |
| Q2 2018 | $2,000 | +100.0% | 54 | +92.9% | 0.00% | – |
| Q2 2017 | $1,000 | – | 28 | – | 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% |