SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $445,081 | +9.4% | 25,075 | +20.4% | 0.08% | +11.8% |
| Q2 2023 | $406,810 | +17.2% | 20,830 | +17.0% | 0.08% | +11.8% |
| Q1 2023 | $347,081 | +42.4% | 17,799 | +40.9% | 0.07% | +30.8% |
| Q4 2022 | $243,652 | +12.3% | 12,631 | +8.9% | 0.05% | 0.0% |
| Q3 2022 | $217,000 | -13.2% | 11,596 | -2.0% | 0.05% | -11.9% |
| Q2 2022 | $250,000 | -19.4% | 11,834 | -5.0% | 0.06% | -4.8% |
| Q1 2022 | $310,000 | -2.5% | 12,453 | +106.3% | 0.06% | +1.6% |
| Q4 2021 | $318,000 | +14.0% | 6,036 | -1.0% | 0.06% | +15.1% |
| Q3 2021 | $279,000 | +1.8% | 6,099 | +1.9% | 0.05% | -1.9% |
| Q2 2021 | $274,000 | +9.2% | 5,987 | -2.0% | 0.05% | -40.0% |
| Q1 2021 | $251,000 | +21.3% | 6,109 | +11.9% | 0.09% | +26.8% |
| Q4 2020 | $207,000 | – | 5,459 | – | 0.07% | – |
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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% |