SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $572,439 | -9.0% | 32,250 | +0.1% | 0.00% | 0.0% |
| Q2 2023 | $629,021 | +0.6% | 32,208 | +0.4% | 0.00% | 0.0% |
| Q1 2023 | $625,269 | +1.0% | 32,065 | -0.1% | 0.00% | 0.0% |
| Q4 2022 | $619,208 | -5.2% | 32,100 | -8.1% | 0.00% | 0.0% |
| Q3 2022 | $653,000 | -76.9% | 34,939 | -73.9% | 0.00% | -75.0% |
| Q2 2022 | $2,829,000 | -17.1% | 134,091 | -2.2% | 0.00% | -20.0% |
| Q1 2022 | $3,411,000 | -6.3% | 137,043 | +98.4% | 0.01% | 0.0% |
| Q4 2021 | $3,640,000 | +318.9% | 69,081 | +263.3% | 0.01% | +400.0% |
| Q3 2021 | $869,000 | -31.6% | 19,016 | -31.5% | 0.00% | -50.0% |
| Q2 2021 | $1,271,000 | +126.6% | 27,746 | +103.2% | 0.00% | +100.0% |
| Q1 2021 | $561,000 | +19.9% | 13,655 | +10.8% | 0.00% | 0.0% |
| Q4 2020 | $468,000 | +13.3% | 12,325 | +5.5% | 0.00% | 0.0% |
| Q3 2020 | $413,000 | +3.8% | 11,683 | +3.3% | 0.00% | 0.0% |
| Q2 2020 | $398,000 | -35.0% | 11,305 | -39.3% | 0.00% | -50.0% |
| Q1 2020 | $612,000 | -53.1% | 18,635 | -34.4% | 0.00% | -33.3% |
| Q4 2019 | $1,306,000 | +33.1% | 28,410 | +36.5% | 0.00% | 0.0% |
| Q3 2019 | $981,000 | +51.9% | 20,814 | +43.0% | 0.00% | +50.0% |
| Q2 2019 | $646,000 | +52.0% | 14,555 | +51.6% | 0.00% | +100.0% |
| Q1 2019 | $425,000 | +6.0% | 9,604 | -8.1% | 0.00% | 0.0% |
| Q4 2018 | $401,000 | -14.7% | 10,455 | -7.1% | 0.00% | 0.0% |
| Q3 2018 | $470,000 | -33.6% | 11,248 | -33.7% | 0.00% | -50.0% |
| Q2 2018 | $708,000 | +213.3% | 16,956 | +173.4% | 0.00% | +100.0% |
| Q1 2018 | $226,000 | -94.7% | 6,203 | -94.0% | 0.00% | -92.9% |
| Q4 2017 | $4,269,000 | +4.2% | 102,642 | +3.6% | 0.01% | 0.0% |
| Q3 2017 | $4,095,000 | -1.3% | 99,123 | -1.0% | 0.01% | -6.7% |
| Q2 2017 | $4,148,000 | +4.8% | 100,166 | +3.6% | 0.02% | 0.0% |
| Q1 2017 | $3,957,000 | +1427.8% | 96,680 | +1529.5% | 0.02% | +1400.0% |
| Q2 2016 | $259,000 | – | 5,933 | – | 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% |