SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 418 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 2022 | $961,279 | +202.3% | 49,833 | +453.7% | 0.48% | +168.0% |
| Q3 2020 | $318,000 | -33.3% | 9,000 | -33.6% | 0.18% | -40.7% |
| Q2 2020 | $477,000 | -24.9% | 13,557 | -30.1% | 0.30% | -36.7% |
| Q1 2020 | $635,000 | -59.0% | 19,404 | -42.5% | 0.47% | -62.1% |
| Q4 2019 | $1,550,000 | -2.5% | 33,721 | +0.0% | 1.25% | +4.1% |
| Q3 2019 | $1,590,000 | +5.2% | 33,711 | -0.9% | 1.20% | +2.7% |
| Q2 2019 | $1,512,000 | -9.4% | 34,015 | -9.4% | 1.17% | -13.2% |
| Q1 2019 | $1,669,000 | +40.4% | 37,561 | +21.6% | 1.35% | +0.1% |
| Q4 2018 | $1,189,000 | – | 30,877 | – | 1.35% | – |
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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% |