SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 468 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,867 | -9.1% | 1,908 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $37,263 | +1.2% | 1,908 | +1.1% | 0.01% | 0.0% |
| Q1 2023 | $36,816 | +1.1% | 1,888 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $36,420 | +7.1% | 1,888 | +2.7% | 0.01% | -14.3% |
| Q3 2022 | $34,000 | -95.1% | 1,838 | -94.4% | 0.01% | -94.7% |
| Q2 2022 | $690,000 | -14.2% | 32,740 | +1.4% | 0.13% | -10.2% |
| Q1 2022 | $804,000 | +2015.8% | 32,288 | +4422.1% | 0.15% | +2000.0% |
| Q4 2021 | $38,000 | +18.8% | 714 | +2.9% | 0.01% | 0.0% |
| Q3 2021 | $32,000 | 0.0% | 694 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $32,000 | +23.1% | 692 | +9.5% | 0.01% | +16.7% |
| Q1 2021 | $26,000 | +13.0% | 632 | +5.0% | 0.01% | 0.0% |
| Q4 2020 | $23,000 | +9.5% | 602 | +1.3% | 0.01% | 0.0% |
| Q3 2020 | $21,000 | +5.0% | 594 | +2.1% | 0.01% | -14.3% |
| Q2 2020 | $20,000 | +5.3% | 582 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $19,000 | -83.5% | 582 | -76.9% | 0.01% | -86.2% |
| Q4 2019 | $115,000 | – | 2,519 | – | 0.06% | – |
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% |