SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 363 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 1.26 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $514,000 | -36.4% | 26,621 | -38.4% | 0.41% | -43.1% |
| Q3 2022 | $808,000 | +304.0% | 43,249 | +356.7% | 0.72% | +338.4% |
| Q2 2022 | $200,000 | -21.9% | 9,470 | -7.8% | 0.16% | -12.8% |
| Q1 2022 | $256,000 | -36.3% | 10,275 | +5.1% | 0.19% | -43.9% |
| Q1 2021 | $402,000 | -63.6% | 9,779 | -66.4% | 0.34% | -64.7% |
| Q4 2020 | $1,105,000 | +149.4% | 29,103 | +132.4% | 0.95% | +112.6% |
| Q3 2020 | $443,000 | -34.6% | 12,521 | -15.0% | 0.45% | -36.9% |
| Q4 2019 | $677,000 | -35.2% | 14,726 | -33.5% | 0.71% | -42.6% |
| Q3 2019 | $1,045,000 | -41.0% | 22,157 | -44.4% | 1.23% | -44.5% |
| Q2 2019 | $1,770,000 | -9.9% | 39,840 | -9.9% | 2.22% | -12.6% |
| Q1 2019 | $1,964,000 | +21.2% | 44,214 | +5.1% | 2.54% | +8.5% |
| Q4 2018 | $1,620,000 | – | 42,062 | – | 2.34% | – |
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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% |