SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $2,372,000 | -57.0% | 67,343 | -60.0% | 3.07% | -38.8% |
Q1 2020 | $5,510,000 | -43.2% | 168,285 | -20.3% | 5.01% | -7.9% |
Q4 2019 | $9,706,000 | -3.9% | 211,194 | -1.4% | 5.44% | -27.4% |
Q3 2019 | $10,102,000 | +39.6% | 214,152 | +17.6% | 7.50% | +72.9% |
Q2 2019 | $7,237,000 | -42.1% | 182,114 | -35.3% | 4.33% | -38.8% |
Q1 2019 | $12,498,000 | +403.1% | 281,303 | +303.9% | 7.08% | +538.3% |
Q4 2018 | $2,484,000 | -81.0% | 69,649 | -77.8% | 1.11% | -87.0% |
Q3 2018 | $13,072,000 | +48.1% | 313,250 | +48.3% | 8.51% | +124.5% |
Q2 2018 | $8,828,000 | – | 211,296 | – | 3.79% | – |
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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% |