SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 8.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,457 | -47.6% | 2,899 | -42.3% | 0.01% | -50.0% |
| Q2 2023 | $98,177 | -20.3% | 5,027 | -20.4% | 0.02% | -23.1% |
| Q1 2023 | $123,221 | +14835.9% | 6,319 | -85.2% | 0.03% | -85.7% |
| Q4 2022 | $825 | -99.9% | 42,753 | +12.0% | 0.18% | +2.8% |
| Q3 2022 | $713,000 | -29.2% | 38,164 | -20.1% | 0.18% | -26.6% |
| Q2 2022 | $1,007,000 | -41.3% | 47,766 | -30.7% | 0.24% | -28.5% |
| Q1 2022 | $1,716,000 | +28.1% | 68,960 | +171.1% | 0.34% | +31.6% |
| Q4 2021 | $1,340,000 | +16.7% | 25,440 | +1.2% | 0.26% | +5.8% |
| Q3 2021 | $1,148,000 | +50.3% | 25,134 | +50.7% | 0.24% | +46.7% |
| Q2 2021 | $764,000 | +25.9% | 16,677 | +12.9% | 0.16% | +15.4% |
| Q1 2021 | $607,000 | -48.9% | 14,771 | -59.3% | 0.14% | -69.4% |
| Q1 2020 | $1,187,000 | -38.4% | 36,250 | -13.6% | 0.47% | -19.2% |
| Q4 2019 | $1,928,000 | +4.4% | 41,949 | +7.1% | 0.58% | -2.7% |
| Q3 2019 | $1,846,000 | +783.3% | 39,150 | +733.7% | 0.60% | +682.9% |
| Q2 2019 | $209,000 | -45.4% | 4,696 | -49.0% | 0.08% | -54.5% |
| Q4 2017 | $383,000 | +72.5% | 9,199 | +70.2% | 0.17% | +54.6% |
| Q3 2017 | $222,000 | – | 5,404 | – | 0.11% | – |
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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% |