SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 233 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $227,766 | -0.6% | 11,405 | +1.1% | 0.01% | -22.2% |
Q1 2024 | $229,032 | -6.3% | 11,282 | -6.0% | 0.01% | -10.0% |
Q4 2023 | $244,539 | +34.3% | 11,999 | +13.9% | 0.01% | +11.1% |
Q3 2023 | $182,040 | +3.2% | 10,535 | +16.6% | 0.01% | 0.0% |
Q2 2023 | $176,464 | -28.5% | 9,036 | -30.4% | 0.01% | -30.8% |
Q1 2023 | $246,741 | +6.4% | 12,986 | +8.0% | 0.01% | -18.8% |
Q4 2022 | $231,964 | +10.5% | 12,025 | +10.5% | 0.02% | 0.0% |
Q3 2022 | $210,000 | -8.3% | 10,884 | +0.2% | 0.02% | -11.1% |
Q2 2022 | $229,000 | +13.9% | 10,867 | +20.8% | 0.02% | +12.5% |
Q1 2022 | $201,000 | -26.6% | 8,994 | +72.7% | 0.02% | -92.5% |
Q4 2021 | $274,000 | +16.1% | 5,207 | +0.7% | 0.21% | +821.7% |
Q3 2021 | $236,000 | +7.8% | 5,172 | +8.0% | 0.02% | +4.5% |
Q2 2021 | $219,000 | +204.2% | 4,788 | +171.4% | 0.02% | +175.0% |
Q1 2021 | $72,000 | +350.0% | 1,764 | +329.2% | 0.01% | +300.0% |
Q4 2020 | $16,000 | -68.0% | 411 | -70.7% | 0.00% | -71.4% |
Q3 2020 | $50,000 | +13.6% | 1,405 | +11.8% | 0.01% | 0.0% |
Q2 2020 | $44,000 | -48.8% | 1,257 | -51.9% | 0.01% | -56.2% |
Q1 2020 | $86,000 | +104.8% | 2,612 | +136.8% | 0.02% | +45.5% |
Q4 2018 | $42,000 | +500.0% | 1,103 | +556.5% | 0.01% | +450.0% |
Q3 2018 | $7,000 | -30.0% | 168 | -36.6% | 0.00% | -33.3% |
Q1 2018 | $10,000 | -16.7% | 265 | -8.3% | 0.00% | 0.0% |
Q4 2017 | $12,000 | +9.1% | 289 | +9.1% | 0.00% | -40.0% |
Q3 2017 | $11,000 | +83.3% | 265 | +82.8% | 0.01% | +66.7% |
Q2 2017 | $6,000 | – | 145 | – | 0.00% | – |
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% |