SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 497 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,015,555 | +1.8% | 50,854 | +3.5% | 0.22% | -0.5% |
| Q1 2024 | $997,339 | +26.3% | 49,130 | +28.8% | 0.22% | +16.8% |
| Q4 2023 | $789,838 | +106.4% | 38,138 | +76.9% | 0.19% | +90.0% |
| Q3 2023 | $382,655 | +30.3% | 21,558 | +43.3% | 0.10% | +29.9% |
| Q2 2023 | $293,731 | +18.0% | 15,040 | +17.9% | 0.08% | +10.0% |
| Q1 2023 | $248,840 | +11.4% | 12,761 | +10.2% | 0.07% | +7.7% |
| Q4 2022 | $223,455 | +7.9% | 11,584 | +4.6% | 0.06% | +4.8% |
| Q3 2022 | $207,000 | +567.7% | 11,070 | +657.2% | 0.06% | +588.9% |
| Q2 2022 | $31,000 | +3000.0% | 1,462 | +7210.0% | 0.01% | – |
| Q3 2021 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | – | 20 | – | 0.00% | – |
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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% |