SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 368 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 1.26 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $799 | -99.8% | 40 | -99.8% | 0.00% | -100.0% |
| Q2 2022 | $364,000 | -23.7% | 17,247 | -10.0% | 0.22% | -7.6% |
| Q1 2022 | $477,000 | -8.3% | 19,170 | +94.3% | 0.24% | +13.4% |
| Q4 2021 | $520,000 | +26.8% | 9,866 | +9.8% | 0.21% | -0.5% |
| Q3 2021 | $410,000 | +5.9% | 8,982 | +6.4% | 0.21% | +34.6% |
| Q2 2021 | $387,000 | +11.5% | 8,445 | +0.1% | 0.16% | +8.3% |
| Q1 2021 | $347,000 | +13.8% | 8,439 | +5.2% | 0.14% | -9.4% |
| Q4 2020 | $305,000 | +11.3% | 8,023 | +3.7% | 0.16% | -7.0% |
| Q3 2020 | $274,000 | +2.6% | 7,739 | +2.0% | 0.17% | -0.6% |
| Q2 2020 | $267,000 | -1.8% | 7,587 | +24.1% | 0.17% | +50.9% |
| Q1 2019 | $272,000 | – | 6,116 | – | 0.11% | – |
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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% |