SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 98 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,036,000 | +65.0% | 31,632 | +131.4% | 0.64% | +274.1% |
| Q4 2019 | $628,000 | -34.5% | 13,670 | -36.7% | 0.17% | -43.9% |
| Q1 2019 | $959,000 | -49.5% | 21,587 | -52.6% | 0.30% | -64.4% |
| Q3 2018 | $1,900,000 | -11.3% | 45,546 | -11.1% | 0.85% | -11.0% |
| Q2 2018 | $2,141,000 | +62.0% | 51,248 | +61.3% | 0.96% | +70.4% |
| Q4 2017 | $1,322,000 | +262.2% | 31,772 | +271.6% | 0.56% | +228.1% |
| Q3 2016 | $365,000 | +12.7% | 8,551 | +14.6% | 0.17% | -9.0% |
| Q2 2016 | $324,000 | +58.8% | 7,461 | +51.4% | 0.19% | +86.1% |
| Q1 2016 | $204,000 | +106.1% | 4,927 | +95.6% | 0.10% | +87.0% |
| Q4 2015 | $99,000 | -99.8% | 2,519 | +57.4% | 0.05% | +58.8% |
| Q1 2015 | $64,880,000 | -58.3% | 1,600 | -59.9% | 0.03% | -53.4% |
| Q4 2014 | $155,449,000 | +165.2% | 3,991 | +131.9% | 0.07% | +92.1% |
| Q3 2014 | $58,617,000 | +118.9% | 1,721 | +127.3% | 0.04% | +171.4% |
| Q2 2014 | $26,775,000 | – | 757 | – | 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% |