SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.95 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $203,000 | -95.8% | 4,562 | -96.6% | 0.04% | -97.6% |
| Q2 2020 | $4,849,000 | -31.7% | 134,460 | -42.3% | 1.44% | -51.1% |
| Q1 2020 | $7,096,000 | -59.8% | 233,193 | -39.3% | 2.94% | -55.6% |
| Q4 2019 | $17,645,000 | -8.3% | 383,916 | -6.9% | 6.62% | -23.6% |
| Q3 2019 | $19,249,000 | +1.7% | 412,268 | -3.4% | 8.67% | -10.8% |
| Q2 2019 | $18,931,000 | -7.3% | 426,852 | -7.0% | 9.72% | -5.0% |
| Q1 2019 | $20,414,000 | +9.6% | 458,851 | -5.2% | 10.24% | -2.3% |
| Q4 2018 | $18,632,000 | +31.5% | 483,811 | +41.2% | 10.48% | +45.1% |
| Q3 2018 | $14,169,000 | +189.3% | 342,736 | +192.3% | 7.22% | +152.7% |
| Q2 2018 | $4,898,000 | +172.1% | 117,236 | +145.6% | 2.86% | +147.0% |
| Q1 2018 | $1,800,000 | -49.4% | 47,731 | -44.2% | 1.16% | -55.8% |
| Q4 2017 | $3,558,000 | +118.7% | 85,489 | +116.1% | 2.62% | +83.8% |
| Q3 2017 | $1,627,000 | -16.1% | 39,564 | -16.8% | 1.42% | -48.4% |
| Q2 2017 | $1,939,000 | – | 47,538 | – | 2.76% | – |
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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% |