SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 380 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,716 | -62.6% | 322 | -58.9% | 0.00% | -100.0% |
| Q1 2023 | $15,302 | -14.3% | 784 | -15.2% | 0.00% | 0.0% |
| Q4 2022 | $17,854 | +5.0% | 925 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | -10.5% | 919 | +0.7% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | -17.4% | 913 | +101.5% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | +666.7% | 453 | +520.5% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 73 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | +50.0% | 73 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | – | 73 | +356.2% | 0.00% | – |
| Q3 2020 | $0 | – | 16 | – | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2019 | $675,000 | +13.3% | 15,233 | -1.7% | 0.05% | +1.9% |
| Q4 2018 | $596,000 | -47.5% | 15,495 | -43.1% | 0.05% | -39.8% |
| Q3 2018 | $1,135,000 | -12.5% | 27,222 | -12.4% | 0.09% | -19.3% |
| Q2 2018 | $1,297,000 | – | 31,073 | – | 0.11% | – |
| Q2 2017 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2015 | $99,000 | +1880.0% | 2,687 | +1691.3% | 0.02% | +1400.0% |
| Q4 2014 | $5,000 | – | 150 | – | 0.00% | – |
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% |