SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 329 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,004,794 | -19.6% | 56,608 | -11.6% | 0.05% | -17.9% |
| Q2 2023 | $1,250,189 | -22.4% | 64,014 | -22.5% | 0.06% | -18.8% |
| Q1 2023 | $1,610,688 | -4.0% | 82,599 | -5.0% | 0.07% | -13.8% |
| Q4 2022 | $1,677,749 | -46.7% | 86,975 | -48.4% | 0.08% | -55.6% |
| Q3 2022 | $3,149,000 | +1406.7% | 168,462 | +4141.2% | 0.18% | +1400.0% |
| Q4 2021 | $209,000 | -16.4% | 3,972 | -27.3% | 0.01% | -29.4% |
| Q2 2021 | $250,000 | +14.2% | 5,466 | +2.7% | 0.02% | +6.2% |
| Q1 2021 | $219,000 | +2.8% | 5,323 | -11.5% | 0.02% | -30.4% |
| Q3 2020 | $213,000 | +868.2% | 6,012 | +780.2% | 0.02% | +666.7% |
| Q1 2020 | $22,000 | -74.4% | 683 | -63.5% | 0.00% | -72.7% |
| Q4 2019 | $86,000 | -1.1% | 1,870 | +1.5% | 0.01% | -15.4% |
| Q3 2019 | $87,000 | +6.1% | 1,843 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $82,000 | -4.7% | 1,843 | -5.2% | 0.01% | -13.3% |
| Q1 2019 | $86,000 | -2.3% | 1,944 | -15.0% | 0.02% | -11.8% |
| Q4 2018 | $88,000 | +252.0% | 2,287 | +276.2% | 0.02% | +240.0% |
| Q3 2018 | $25,000 | 0.0% | 608 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $25,000 | – | 608 | – | 0.01% | – |
Download | ||||||
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% |