SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,059,087 | +44.9% | 106,744 | +40.4% | 0.01% | +25.0% |
| Q3 2022 | $1,421,000 | -4.9% | 76,004 | +7.2% | 0.01% | 0.0% |
| Q2 2022 | $1,495,000 | -13.0% | 70,898 | +2.7% | 0.01% | 0.0% |
| Q1 2022 | $1,718,000 | -9.3% | 69,020 | +84.1% | 0.01% | -11.1% |
| Q4 2021 | $1,894,000 | +8.6% | 37,482 | -1.8% | 0.01% | 0.0% |
| Q3 2021 | $1,744,000 | +7.3% | 38,181 | +7.5% | 0.01% | +12.5% |
| Q2 2021 | $1,626,000 | -0.5% | 35,506 | -10.7% | 0.01% | -11.1% |
| Q1 2021 | $1,634,000 | +12.1% | 39,765 | +3.6% | 0.01% | 0.0% |
| Q4 2020 | $1,457,000 | +70.0% | 38,366 | +58.4% | 0.01% | +50.0% |
| Q3 2020 | $857,000 | -30.9% | 24,216 | -31.2% | 0.01% | -40.0% |
| Q2 2020 | $1,240,000 | -94.8% | 35,215 | +374.7% | 0.01% | -95.7% |
| Q1 2020 | $23,764,000 | +11216.2% | 7,419 | +42.5% | 0.23% | +4580.0% |
| Q1 2017 | $210,000 | – | 5,205 | – | 0.01% | – |
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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% |