SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 13 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275,893 | -9.0% | 15,543 | +0.1% | 0.04% | -27.9% |
| Q2 2023 | $303,138 | -5.1% | 15,522 | -5.3% | 0.06% | -12.9% |
| Q1 2023 | $319,532 | +0.4% | 16,386 | -0.7% | 0.07% | -9.1% |
| Q4 2022 | $318,388 | -0.2% | 16,505 | -3.2% | 0.08% | -12.5% |
| Q3 2022 | $319,000 | -14.0% | 17,042 | -3.1% | 0.09% | +14.3% |
| Q2 2022 | $371,000 | -13.5% | 17,582 | +1.9% | 0.08% | -26.0% |
| Q1 2022 | $429,000 | -3.2% | 17,249 | +105.1% | 0.10% | +7.2% |
| Q4 2021 | $443,000 | +19.4% | 8,410 | +3.6% | 0.10% | -4.9% |
| Q3 2021 | $371,000 | +1.9% | 8,116 | +2.1% | 0.10% | -12.1% |
| Q2 2021 | $364,000 | +19.7% | 7,952 | +10.9% | 0.12% | -24.7% |
| Q1 2021 | $304,000 | – | 7,172 | – | 0.15% | – |
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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% |