SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 398 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $278,282 | -1.6% | 13,935 | 0.0% | 0.07% | -5.1% |
| Q1 2024 | $282,881 | -1.8% | 13,935 | -0.1% | 0.08% | -8.2% |
| Q4 2023 | $288,000 | +13.3% | 13,949 | -2.6% | 0.08% | +4.9% |
| Q3 2023 | $254,304 | -9.4% | 14,327 | -0.4% | 0.08% | -5.8% |
| Q2 2023 | $280,802 | -1.8% | 14,378 | -2.0% | 0.09% | -5.5% |
| Q1 2023 | $286,000 | +6.3% | 14,668 | +5.1% | 0.09% | -3.2% |
| Q4 2022 | $269,000 | +3.5% | 13,960 | 0.0% | 0.09% | -5.1% |
| Q3 2022 | $260,000 | -12.2% | 13,960 | -0.7% | 0.10% | -8.3% |
| Q2 2022 | $296,000 | -15.9% | 14,057 | -0.5% | 0.11% | -3.6% |
| Q1 2022 | $352,000 | -1.1% | 14,124 | +108.6% | 0.11% | +2.8% |
| Q4 2021 | $356,000 | +14.8% | 6,770 | -0.2% | 0.11% | +10.1% |
| Q3 2021 | $310,000 | -2.2% | 6,783 | -1.9% | 0.10% | -3.9% |
| Q2 2021 | $317,000 | +33.2% | 6,915 | +19.5% | 0.10% | +22.6% |
| Q1 2021 | $238,000 | -45.7% | 5,788 | -39.2% | 0.08% | -54.3% |
| Q4 2019 | $438,000 | +22.0% | 9,527 | +25.1% | 0.18% | +15.0% |
| Q3 2019 | $359,000 | – | 7,616 | – | 0.16% | – |
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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% |