SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $500,000 | +34.4% | 11,957 | +22.8% | 0.00% | +100.0% |
| Q1 2018 | $372,000 | -9.9% | 9,737 | -1.8% | 0.00% | 0.0% |
| Q4 2017 | $413,000 | +9.3% | 9,914 | +8.0% | 0.00% | 0.0% |
| Q3 2017 | $378,000 | +0.8% | 9,180 | +0.9% | 0.00% | 0.0% |
| Q2 2017 | $375,000 | +182.0% | 9,095 | +178.9% | 0.00% | 0.0% |
| Q1 2017 | $133,000 | +14.7% | 3,261 | +14.4% | 0.00% | 0.0% |
| Q4 2016 | $116,000 | -21.6% | 2,850 | -18.2% | 0.00% | 0.0% |
| Q3 2016 | $148,000 | +1.4% | 3,484 | +3.9% | 0.00% | 0.0% |
| Q2 2016 | $146,000 | +2.8% | 3,354 | -2.2% | 0.00% | 0.0% |
| Q1 2016 | $142,000 | 0.0% | 3,429 | -4.2% | 0.00% | 0.0% |
| Q4 2015 | $142,000 | – | 3,579 | +357800.0% | 0.00% | – |
| Q2 2015 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2015 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q4 2014 | $0 | – | 2 | – | 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% |