SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 125 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is 1.20 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,014,000 | -43.8% | 24,948 | -43.8% | 0.30% | -39.8% |
| Q2 2017 | $1,804,000 | +101.1% | 44,388 | +101.9% | 0.50% | +78.1% |
| Q1 2017 | $897,000 | +1.5% | 21,988 | +2.1% | 0.28% | +11.6% |
| Q4 2016 | $884,000 | -2.5% | 21,532 | +1.3% | 0.25% | -3.5% |
| Q3 2016 | $907,000 | 0.0% | 21,262 | +1.8% | 0.26% | -7.2% |
| Q2 2016 | $907,000 | -51.3% | 20,891 | -53.5% | 0.28% | -46.8% |
| Q1 2016 | $1,862,000 | -12.1% | 44,965 | -15.8% | 0.52% | -14.5% |
| Q4 2015 | $2,118,000 | +4.4% | 53,419 | -2.1% | 0.61% | +2.3% |
| Q3 2015 | $2,029,000 | +35.6% | 54,567 | +32.5% | 0.60% | +48.4% |
| Q2 2015 | $1,496,000 | -2.9% | 41,194 | +8.5% | 0.40% | +13.5% |
| Q1 2015 | $1,540,000 | – | 37,972 | – | 0.36% | – |
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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% |