SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 392 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,270,077 | -5.1% | 353,244 | +4.4% | 5.78% | -1.3% |
Q2 2023 | $6,609,903 | +6.8% | 338,449 | +6.7% | 5.85% | +3.5% |
Q1 2023 | $6,186,794 | +4.8% | 317,271 | +3.6% | 5.65% | -1.2% |
Q4 2022 | $5,904,969 | -4.1% | 306,116 | -7.1% | 5.72% | -10.7% |
Q3 2022 | $6,155,000 | -6.6% | 329,335 | +5.4% | 6.41% | +1.1% |
Q2 2022 | $6,587,000 | -15.9% | 312,347 | -0.7% | 6.34% | -2.6% |
Q1 2022 | $7,831,000 | -16.6% | 314,632 | +76.5% | 6.51% | -3.5% |
Q4 2021 | $9,392,000 | +10.7% | 178,253 | -4.1% | 6.75% | +8.6% |
Q3 2021 | $8,488,000 | -1.2% | 185,809 | -1.0% | 6.21% | +0.2% |
Q2 2021 | $8,595,000 | +6.9% | 187,697 | -4.0% | 6.20% | +3.5% |
Q1 2021 | $8,038,000 | +30.0% | 195,617 | +20.1% | 6.00% | +10.6% |
Q4 2020 | $6,184,000 | +17.7% | 162,862 | +9.7% | 5.42% | -0.8% |
Q3 2020 | $5,253,000 | +14.0% | 148,447 | +13.5% | 5.46% | +6.6% |
Q2 2020 | $4,606,000 | -2.6% | 130,771 | -9.5% | 5.13% | -18.1% |
Q1 2020 | $4,731,000 | -35.2% | 144,497 | -9.1% | 6.26% | -11.8% |
Q4 2019 | $7,304,000 | – | 158,922 | – | 7.10% | – |
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% |