SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,006 | -8.8% | 3,043 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $59,220 | -60.2% | 3,032 | -60.3% | 0.00% | -66.7% |
| Q1 2023 | $148,895 | +62199.2% | 7,636 | -38.4% | 0.01% | -53.8% |
| Q4 2022 | $239 | -98.4% | 12,400 | +1451.9% | 0.01% | +1200.0% |
| Q3 2022 | $15,000 | -59.5% | 799 | -54.7% | 0.00% | -50.0% |
| Q2 2022 | $37,000 | -92.1% | 1,764 | -90.7% | 0.00% | -84.6% |
| Q1 2022 | $470,000 | +29.8% | 18,885 | +174.9% | 0.01% | +62.5% |
| Q4 2021 | $362,000 | +7.7% | 6,870 | -6.5% | 0.01% | -11.1% |
| Q3 2021 | $336,000 | -7.2% | 7,346 | -7.1% | 0.01% | -10.0% |
| Q2 2021 | $362,000 | +11.0% | 7,909 | -0.2% | 0.01% | +11.1% |
| Q1 2021 | $326,000 | – | 7,925 | – | 0.01% | – |
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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% |