SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 372 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $824,925 | -11.2% | 46,475 | -2.3% | 0.34% | -11.1% |
| Q2 2023 | $929,358 | +102478.1% | 47,586 | +2.4% | 0.39% | -6.3% |
| Q1 2023 | $906 | +1.9% | 46,472 | +0.8% | 0.41% | -4.2% |
| Q4 2022 | $889 | -99.9% | 46,094 | +26.3% | 0.43% | -21.1% |
| Q3 2022 | $682,000 | -8.9% | 36,490 | +2.8% | 0.55% | +76.1% |
| Q2 2022 | $749,000 | +63.2% | 35,509 | +92.5% | 0.31% | +75.1% |
| Q1 2022 | $459,000 | -4.6% | 18,442 | +101.9% | 0.18% | -15.7% |
| Q4 2021 | $481,000 | +15.3% | 9,133 | +0.0% | 0.21% | +9.4% |
| Q3 2021 | $417,000 | +2.0% | 9,130 | +2.3% | 0.19% | -2.5% |
| Q2 2021 | $409,000 | +25.8% | 8,927 | +12.7% | 0.20% | +33.1% |
| Q1 2021 | $325,000 | +18.6% | 7,921 | +9.5% | 0.15% | +17.5% |
| Q4 2020 | $274,000 | -4.2% | 7,234 | -10.6% | 0.13% | -21.2% |
| Q3 2020 | $286,000 | -19.9% | 8,094 | -20.1% | 0.16% | -27.6% |
| Q2 2020 | $357,000 | -4.8% | 10,134 | +24.1% | 0.22% | -9.4% |
| Q4 2019 | $375,000 | – | 8,165 | – | 0.24% | – |
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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% |