SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 377 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $322,432 | +12.3% | 15,245 | +3.1% | 0.03% | +3.8% |
Q1 2024 | $287,195 | -8.0% | 14,781 | -2.1% | 0.03% | -18.8% |
Q4 2023 | $312,158 | +16.1% | 15,102 | -2.2% | 0.03% | +3.2% |
Q3 2023 | $268,804 | -8.2% | 15,440 | +4.2% | 0.03% | -6.1% |
Q2 2023 | $292,905 | +7.5% | 14,816 | +5.0% | 0.03% | 0.0% |
Q1 2023 | $272,515 | -27.3% | 14,113 | -25.9% | 0.03% | -31.2% |
Q4 2022 | $374,890 | +46.4% | 19,040 | +36.8% | 0.05% | +29.7% |
Q3 2022 | $256,000 | -10.2% | 13,922 | +4.4% | 0.04% | -11.9% |
Q2 2022 | $285,000 | -17.4% | 13,337 | -1.3% | 0.04% | -10.6% |
Q1 2022 | $345,000 | -0.3% | 13,511 | +96.5% | 0.05% | 0.0% |
Q4 2021 | $346,000 | -4.4% | 6,876 | -13.3% | 0.05% | -19.0% |
Q3 2021 | $362,000 | -4.5% | 7,931 | -4.2% | 0.06% | -7.9% |
Q2 2021 | $379,000 | +2.7% | 8,280 | -4.6% | 0.06% | -8.7% |
Q1 2021 | $369,000 | +15.7% | 8,676 | +3.1% | 0.07% | -5.5% |
Q4 2020 | $319,000 | +11.9% | 8,414 | +4.4% | 0.07% | -5.2% |
Q3 2020 | $285,000 | +8.0% | 8,061 | +7.7% | 0.08% | -12.5% |
Q2 2020 | $264,000 | +15.3% | 7,483 | +7.5% | 0.09% | -12.0% |
Q1 2020 | $229,000 | -28.4% | 6,963 | -1.3% | 0.10% | -28.1% |
Q4 2019 | $320,000 | +3.6% | 7,057 | +7.6% | 0.14% | -19.2% |
Q3 2019 | $309,000 | +1.0% | 6,557 | -2.0% | 0.17% | -23.6% |
Q2 2019 | $306,000 | -9.5% | 6,688 | -12.0% | 0.22% | -14.4% |
Q1 2019 | $338,000 | +21.6% | 7,601 | +5.3% | 0.26% | +0.4% |
Q4 2018 | $278,000 | – | 7,220 | – | 0.26% | – |
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% |