SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 468 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $601,532 | -0.4% | 42,853 | +14.9% | 0.02% | +4.5% |
Q1 2024 | $603,676 | -5.4% | 37,301 | -0.9% | 0.02% | -8.3% |
Q4 2023 | $637,978 | -1.3% | 37,631 | +4.9% | 0.02% | -7.7% |
Q3 2023 | $646,631 | -9.4% | 35,867 | +4.2% | 0.03% | -7.1% |
Q2 2023 | $714,056 | -4.0% | 34,432 | -1.3% | 0.03% | -31.7% |
Q1 2023 | $743,593 | -3.3% | 34,884 | -3.0% | 0.04% | +7.9% |
Q4 2022 | $768,890 | -8.9% | 35,968 | -5.0% | 0.04% | -13.6% |
Q3 2022 | $844,000 | -5.3% | 37,851 | -3.5% | 0.04% | -4.3% |
Q2 2022 | $891,000 | -15.6% | 39,217 | -15.4% | 0.05% | -9.8% |
Q1 2022 | $1,056,000 | +7.1% | 46,359 | +112.4% | 0.05% | +10.9% |
Q4 2021 | $986,000 | +0.1% | 21,826 | +1.2% | 0.05% | -6.1% |
Q3 2021 | $985,000 | -4.0% | 21,565 | -3.8% | 0.05% | -9.3% |
Q2 2021 | $1,026,000 | +27.1% | 22,411 | +14.1% | 0.05% | +8.0% |
Q1 2021 | $807,000 | +10.5% | 19,640 | +2.1% | 0.05% | -5.7% |
Q4 2020 | $730,000 | +38.5% | 19,238 | +28.9% | 0.05% | +10.4% |
Q3 2020 | $527,000 | +21.4% | 14,924 | +21.2% | 0.05% | +4.3% |
Q2 2020 | $434,000 | +8.2% | 12,314 | +0.4% | 0.05% | -14.8% |
Q1 2020 | $401,000 | -28.4% | 12,259 | +0.6% | 0.05% | -21.7% |
Q4 2019 | $560,000 | -6.8% | 12,190 | -4.3% | 0.07% | -19.8% |
Q3 2019 | $601,000 | +13.8% | 12,732 | +7.1% | 0.09% | +4.9% |
Q2 2019 | $528,000 | +6.0% | 11,891 | +6.0% | 0.08% | -6.8% |
Q1 2019 | $498,000 | +8.0% | 11,218 | -6.6% | 0.09% | -10.2% |
Q4 2018 | $461,000 | -13.8% | 12,017 | -6.3% | 0.10% | -11.7% |
Q3 2018 | $535,000 | -6.1% | 12,826 | -5.9% | 0.11% | -24.5% |
Q2 2018 | $570,000 | +0.9% | 13,635 | -7.8% | 0.15% | -55.5% |
Q1 2018 | $565,000 | -5.5% | 14,783 | +2.9% | 0.33% | +15.4% |
Q4 2017 | $598,000 | +17.5% | 14,367 | +16.2% | 0.29% | -15.9% |
Q3 2017 | $509,000 | -9.1% | 12,364 | -9.0% | 0.34% | -17.7% |
Q2 2017 | $560,000 | -0.9% | 13,589 | -2.0% | 0.41% | -8.2% |
Q1 2017 | $565,000 | -3.6% | 13,865 | -2.7% | 0.45% | -10.5% |
Q4 2016 | $586,000 | – | 14,256 | – | 0.50% | – |
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% |