SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 392 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $10,305,000 | -19.5% | 314,757 | +13.1% | 6.48% | +1.2% |
| Q4 2019 | $12,796,000 | +1.1% | 278,420 | +3.8% | 6.40% | -7.3% |
| Q3 2019 | $12,654,000 | +3.3% | 268,261 | -2.7% | 6.90% | +1.4% |
| Q2 2019 | $12,253,000 | +0.1% | 275,722 | +0.1% | 6.81% | -0.2% |
| Q1 2019 | $12,238,000 | +29.6% | 275,436 | +12.4% | 6.83% | +3.7% |
| Q4 2018 | $9,441,000 | – | 245,157 | – | 6.58% | – |
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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% |