SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 424 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $233 | +9.9% | 12 | 0.0% | 0.00% | – |
Q3 2023 | $212 | -9.4% | 12 | 0.0% | 0.00% | – |
Q2 2023 | $234 | +1.3% | 12 | 0.0% | 0.00% | – |
Q1 2023 | $231 | 0.0% | 12 | 0.0% | 0.00% | – |
Q4 2022 | $231 | – | 12 | 0.0% | 0.00% | – |
Q3 2022 | $0 | – | 12 | 0.0% | 0.00% | – |
Q2 2022 | $0 | – | 12 | 0.0% | 0.00% | – |
Q1 2022 | $0 | – | 12 | +100.0% | 0.00% | – |
Q4 2021 | $0 | -100.0% | 6 | -99.0% | 0.00% | -100.0% |
Q3 2021 | $27,000 | 0.0% | 594 | +0.3% | 0.01% | 0.0% |
Q2 2021 | $27,000 | +12.5% | 592 | +0.5% | 0.01% | 0.0% |
Q1 2021 | $24,000 | +4.3% | 589 | -10.1% | 0.01% | -16.7% |
Q3 2020 | $23,000 | 0.0% | 655 | +0.6% | 0.01% | 0.0% |
Q2 2020 | $23,000 | +9.5% | 651 | +0.6% | 0.01% | 0.0% |
Q1 2020 | $21,000 | -62.5% | 647 | -46.6% | 0.01% | -53.8% |
Q4 2019 | $56,000 | – | 1,212 | – | 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% |