SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 487 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $249,505 | -3.4% | 12,494 | -1.8% | 0.13% | -7.6% |
| Q1 2024 | $258,378 | -13.6% | 12,728 | -11.8% | 0.14% | -25.4% |
| Q4 2023 | $298,970 | +16.7% | 14,436 | 0.0% | 0.19% | +30.4% |
| Q3 2023 | $256,239 | -9.1% | 14,436 | 0.0% | 0.15% | -18.2% |
| Q2 2023 | $281,935 | +0.2% | 14,436 | 0.0% | 0.18% | -16.6% |
| Q1 2023 | $281,502 | +1.1% | 14,436 | 0.0% | 0.22% | -19.3% |
| Q4 2022 | $278,470 | +13.2% | 14,436 | +107.6% | 0.27% | +40.8% |
| Q3 2020 | $246,000 | +0.4% | 6,955 | 0.0% | 0.19% | -10.7% |
| Q2 2020 | $245,000 | -75.2% | 6,955 | -76.9% | 0.21% | -79.3% |
| Q1 2020 | $987,000 | -76.1% | 30,144 | -66.5% | 1.04% | -63.4% |
| Q4 2019 | $4,130,000 | – | 89,862 | – | 2.83% | – |
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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% |