SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 473 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $192,021 | -20.3% | 10,818 | -12.3% | 0.12% | -19.6% |
Q2 2023 | $240,971 | -18.8% | 12,338 | -18.9% | 0.14% | -23.5% |
Q1 2023 | $296,681 | -9.6% | 15,214 | -10.6% | 0.19% | -13.4% |
Q4 2022 | $328,358 | +1.3% | 17,022 | -1.7% | 0.22% | -5.7% |
Q3 2022 | $324,000 | -13.1% | 17,317 | -2.2% | 0.23% | -6.5% |
Q2 2022 | $373,000 | -18.9% | 17,706 | +102.7% | 0.24% | -2.8% |
Q4 2021 | $460,000 | +4.5% | 8,737 | -50.6% | 0.25% | -0.8% |
Q1 2021 | $440,000 | – | 17,670 | – | 0.25% | – |
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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% |