SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,610 | +15.9% | 236 | +15.7% | 0.00% | – |
| Q1 2023 | $3,978 | +1.1% | 204 | 0.0% | 0.00% | – |
| Q4 2022 | $3,935 | -1.6% | 204 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $4,000 | -20.0% | 204 | -12.8% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -16.7% | 234 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | 0.0% | 234 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | +20.0% | 117 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 117 | +14.7% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | +25.0% | 102 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | – | 102 | – | 0.00% | – |
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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% |