SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,768 | +168.6% | 832 | +191.9% | 0.00% | +100.0% |
| Q4 2022 | $5,498 | -73.8% | 285 | -74.5% | 0.00% | -66.7% |
| Q3 2022 | $21,000 | -12.5% | 1,118 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $24,000 | -7.7% | 1,118 | +6.1% | 0.00% | 0.0% |
| Q1 2022 | $26,000 | -16.1% | 1,054 | +78.9% | 0.00% | -25.0% |
| Q4 2021 | $31,000 | 0.0% | 589 | -14.0% | 0.00% | 0.0% |
| Q3 2021 | $31,000 | +29.2% | 685 | +30.0% | 0.00% | +33.3% |
| Q2 2021 | $24,000 | +9.1% | 527 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $22,000 | +10.0% | 527 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $20,000 | -4.8% | 527 | -10.1% | 0.00% | -25.0% |
| Q3 2020 | $21,000 | +10.5% | 586 | +11.2% | 0.00% | 0.0% |
| Q2 2020 | $19,000 | +11.8% | 527 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | +1600.0% | 527 | +4690.9% | 0.00% | – |
| Q4 2019 | $1,000 | -85.7% | 11 | -92.2% | 0.00% | -100.0% |
| Q3 2019 | $7,000 | -36.4% | 141 | -43.6% | 0.00% | -50.0% |
| Q3 2016 | $11,000 | +37.5% | 250 | +21.4% | 0.00% | 0.0% |
| Q1 2015 | $8,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $8,000 | +14.3% | 206 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $7,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $7,000 | +16.7% | 206 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $6,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $6,000 | -14.3% | 206 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $7,000 | – | 206 | – | 0.00% | – |
Download | ||||||
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% |