SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 470 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $462,355 | +12.3% | 23,152 | +14.1% | 0.09% | +8.4% |
| Q1 2024 | $411,772 | -1.5% | 20,285 | +0.5% | 0.08% | -7.8% |
| Q4 2023 | $417,846 | +80.6% | 20,176 | +68.2% | 0.09% | +52.5% |
| Q4 2022 | $231,422 | +1261.3% | 11,997 | +2797.8% | 0.06% | +1375.0% |
| Q1 2021 | $17,000 | +6.2% | 414 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $16,000 | +6.7% | 414 | +1.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | -85.7% | 410 | -86.3% | 0.01% | -86.5% |
| Q2 2020 | $105,000 | +156.1% | 2,995 | +140.6% | 0.04% | +105.6% |
| Q1 2020 | $41,000 | – | 1,245 | – | 0.02% | – |
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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% |