SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 368 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 1.26 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,911 | -1.6% | 296 | 0.0% | 0.00% | 0.0% |
Q1 2024 | $6,009 | -2.0% | 296 | 0.0% | 0.00% | 0.0% |
Q4 2023 | $6,130 | +16.7% | 296 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $5,254 | -9.1% | 296 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $5,781 | -0.1% | 296 | -0.3% | 0.00% | 0.0% |
Q1 2023 | $5,787 | -28.4% | 297 | -29.1% | 0.00% | 0.0% |
Q4 2022 | $8,081 | -19.2% | 419 | +124.1% | 0.00% | 0.0% |
Q4 2021 | $10,000 | +11.1% | 187 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $9,000 | +350.0% | 187 | +297.9% | 0.00% | – |
Q2 2021 | $2,000 | -33.3% | 47 | -32.9% | 0.00% | – |
Q4 2020 | $3,000 | +50.0% | 70 | 0.0% | 0.00% | – |
Q3 2020 | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – |
Q2 2020 | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – |
Q1 2020 | $2,000 | – | 70 | +6900.0% | 0.00% | – |
Q2 2019 | $0 | – | 1 | – | 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% |