SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 377 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,000 | -90.0% | 45 | -91.9% | 0.00% | -87.5% |
| Q3 2020 | $20,000 | 0.0% | 554 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $20,000 | +11.1% | 554 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $18,000 | -28.0% | 554 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $25,000 | -3.8% | 554 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $26,000 | +4.0% | 554 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $25,000 | 0.0% | 554 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $25,000 | -86.0% | 554 | -88.0% | 0.01% | -88.6% |
| Q4 2018 | $178,000 | -7.8% | 4,621 | 0.0% | 0.08% | +5.3% |
| Q3 2018 | $193,000 | 0.0% | 4,621 | 0.0% | 0.08% | -8.5% |
| Q2 2018 | $193,000 | +9.0% | 4,621 | 0.0% | 0.08% | -15.5% |
| Q1 2018 | $177,000 | -18.4% | 4,621 | -11.3% | 0.10% | -13.4% |
| Q4 2017 | $217,000 | +14.2% | 5,208 | +12.7% | 0.11% | +6.7% |
| Q3 2017 | $190,000 | 0.0% | 4,621 | 0.0% | 0.10% | -4.5% |
| Q2 2017 | $190,000 | +1.1% | 4,621 | 0.0% | 0.11% | -3.5% |
| Q1 2017 | $188,000 | -1.1% | 4,621 | 0.0% | 0.11% | +1.8% |
| Q4 2016 | $190,000 | -3.6% | 4,621 | 0.0% | 0.11% | -11.1% |
| Q3 2016 | $197,000 | -2.0% | 4,621 | 0.0% | 0.13% | -0.8% |
| Q2 2016 | $201,000 | +2.0% | 4,621 | -2.9% | 0.13% | -30.2% |
| Q1 2016 | $197,000 | – | 4,761 | – | 0.18% | – |
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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% |