SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 233 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $362,000 | -41.4% | 8,708 | -42.0% | 0.06% | -47.1% |
| Q3 2017 | $618,000 | -11.1% | 15,016 | -10.9% | 0.12% | -16.2% |
| Q2 2017 | $695,000 | -11.4% | 16,862 | +470.6% | 0.14% | -16.0% |
| Q1 2017 | $784,000 | -12.3% | 2,955 | -86.4% | 0.17% | -15.1% |
| Q4 2016 | $894,000 | -45.8% | 21,791 | -43.6% | 0.20% | -46.9% |
| Q3 2016 | $1,649,000 | +42.3% | 38,654 | +44.9% | 0.38% | +33.5% |
| Q2 2016 | $1,159,000 | – | 26,670 | – | 0.28% | – |
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% |