SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 398 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $6,125,000 | +9.5% | 173,905 | +1.8% | 1.76% | -12.5% |
| Q1 2020 | $5,592,000 | -42.9% | 170,791 | -19.8% | 2.01% | -33.2% |
| Q4 2019 | $9,790,000 | +0.3% | 213,015 | +3.0% | 3.00% | -8.5% |
| Q3 2019 | $9,760,000 | -9.7% | 206,903 | -14.9% | 3.28% | -16.0% |
| Q2 2019 | $10,808,000 | +20.1% | 243,198 | +20.0% | 3.91% | +14.0% |
| Q1 2019 | $9,001,000 | – | 202,591 | – | 3.43% | – |
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% |