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 | $501,757 | -13.8% | 28,268 | -5.2% | 0.26% | -12.8% |
| Q2 2023 | $582,259 | -2.3% | 29,814 | -2.5% | 0.30% | -8.2% |
| Q1 2023 | $596,030 | -22.9% | 30,566 | -23.8% | 0.33% | -29.1% |
| Q4 2022 | $773,528 | +98.3% | 40,100 | +92.0% | 0.47% | +74.3% |
| Q3 2022 | $390,000 | -61.5% | 20,881 | -56.6% | 0.27% | -60.9% |
| Q2 2022 | $1,014,000 | +133.1% | 48,084 | +175.4% | 0.69% | +156.0% |
| Q1 2022 | $435,000 | -10.7% | 17,458 | +89.0% | 0.27% | -11.3% |
| Q4 2021 | $487,000 | -23.8% | 9,235 | -34.0% | 0.30% | -48.3% |
| Q3 2021 | $639,000 | – | 13,996 | – | 0.58% | – |
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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% |