SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $200 | -5.2% | 4,368 | -15.0% | 0.02% | -27.3% |
| Q1 2021 | $211 | -100.0% | 5,139 | -92.7% | 0.03% | -94.8% |
| Q2 2020 | $2,473,000 | -34.3% | 70,210 | -38.9% | 0.63% | -35.2% |
| Q1 2020 | $3,764,000 | -5.2% | 114,955 | +33.1% | 0.97% | -0.2% |
| Q4 2019 | $3,969,000 | -1.1% | 86,363 | +1.5% | 0.97% | -4.7% |
| Q3 2019 | $4,013,000 | +8.5% | 85,070 | +2.2% | 1.02% | -9.4% |
| Q2 2019 | $3,698,000 | +15.9% | 83,209 | +15.8% | 1.13% | -3.8% |
| Q1 2019 | $3,192,000 | – | 71,841 | – | 1.17% | – |
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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% |