SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 380 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,879 | -9.0% | 1,796 | 0.0% | 0.00% | – |
| Q2 2023 | $35,022 | 0.0% | 1,796 | 0.0% | 0.00% | – |
| Q1 2023 | $35,022 | +1.1% | 1,796 | 0.0% | 0.00% | – |
| Q4 2022 | $34,644 | +5.0% | 1,796 | 0.0% | 0.00% | – |
| Q3 2022 | $33,000 | -10.8% | 1,796 | -2.5% | 0.00% | – |
| Q2 2022 | $37,000 | -15.9% | 1,842 | +2.6% | 0.00% | – |
| Q1 2022 | $44,000 | +1366.7% | 1,796 | +2502.9% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 69 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | +50.0% | 69 | +32.7% | 0.00% | – |
| Q1 2021 | $2,000 | -93.9% | 52 | -93.0% | 0.00% | – |
| Q2 2019 | $33,000 | -21.4% | 743 | -22.0% | 0.00% | – |
| Q1 2019 | $42,000 | -88.9% | 953 | -89.7% | 0.00% | -100.0% |
| Q2 2017 | $377,000 | 0.0% | 9,252 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $377,000 | – | 9,252 | – | 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% |