SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 209 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 1.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $5,395,000 | -17.4% | 129,292 | -17.3% | 3.77% | -17.4% |
| Q2 2018 | $6,531,000 | +4.4% | 156,319 | -4.4% | 4.56% | +1.4% |
| Q1 2018 | $6,253,000 | -7.7% | 163,472 | +0.5% | 4.50% | -12.6% |
| Q4 2017 | $6,772,000 | +5.6% | 162,715 | +4.3% | 5.14% | +2.8% |
| Q3 2017 | $6,414,000 | +5.8% | 155,950 | +6.0% | 5.00% | +4.9% |
| Q2 2017 | $6,062,000 | +2.0% | 147,089 | +0.9% | 4.77% | +1.6% |
| Q1 2017 | $5,945,000 | +2.3% | 145,780 | +2.9% | 4.69% | +3.1% |
| Q4 2016 | $5,814,000 | +37.4% | 141,677 | +42.8% | 4.55% | +28.4% |
| Q3 2016 | $4,230,000 | +0.0% | 99,183 | +1.9% | 3.54% | +0.2% |
| Q2 2016 | $4,228,000 | +5.8% | 97,328 | +0.9% | 3.54% | +4.2% |
| Q1 2016 | $3,995,000 | +13.0% | 96,487 | +8.2% | 3.40% | +0.7% |
| Q4 2015 | $3,534,000 | – | 89,151 | – | 3.37% | – |
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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% |