SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 310 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $35,958,000 | -0.7% | 467,336 | -8.4% | 0.23% | -9.6% |
| Q3 2019 | $36,216,000 | -1.7% | 509,926 | -2.4% | 0.25% | -6.0% |
| Q2 2019 | $36,858,000 | +51.4% | 522,535 | +46.1% | 0.27% | +43.0% |
| Q1 2019 | $24,349,000 | +21.7% | 357,678 | +7.4% | 0.19% | +3.3% |
| Q4 2018 | $20,009,000 | +0.9% | 332,905 | +18.2% | 0.18% | +8.4% |
| Q3 2018 | $19,822,000 | +24.3% | 281,594 | +12.6% | 0.17% | +11.4% |
| Q2 2018 | $15,950,000 | 0.0% | 250,069 | 0.0% | 0.15% | 0.0% |
| Q1 2018 | $15,950,000 | +8.6% | 250,069 | +9.9% | 0.15% | +6.4% |
| Q4 2017 | $14,683,000 | +24.8% | 227,558 | +17.8% | 0.14% | +9.4% |
| Q3 2017 | $11,764,000 | +22.0% | 193,142 | +17.0% | 0.13% | +13.3% |
| Q2 2017 | $9,646,000 | +28.7% | 165,017 | +25.7% | 0.11% | +18.9% |
| Q1 2017 | $7,493,000 | +70.7% | 131,318 | +62.1% | 0.10% | +55.7% |
| Q4 2016 | $4,390,000 | +224.9% | 81,021 | +213.9% | 0.06% | +205.0% |
| Q3 2016 | $1,351,000 | +13.8% | 25,807 | +9.4% | 0.02% | +5.3% |
| Q2 2016 | $1,187,000 | -45.8% | 23,595 | -46.9% | 0.02% | -51.3% |
| Q1 2016 | $2,190,000 | -82.0% | 44,442 | -82.1% | 0.04% | -82.7% |
| Q4 2015 | $12,177,000 | +1.2% | 248,289 | -4.3% | 0.22% | -9.3% |
| Q3 2015 | $12,038,000 | +7.1% | 259,538 | +15.9% | 0.25% | +19.2% |
| Q2 2015 | $11,245,000 | +51.3% | 223,868 | +52.1% | 0.21% | +45.5% |
| Q1 2015 | $7,431,000 | +1377.3% | 147,214 | +1356.8% | 0.14% | +1200.0% |
| Q4 2014 | $503,000 | +349.1% | 10,105 | +327.3% | 0.01% | +266.7% |
| Q3 2014 | $112,000 | -0.9% | 2,365 | +0.3% | 0.00% | 0.0% |
| Q2 2014 | $113,000 | +4.6% | 2,359 | +0.3% | 0.00% | 0.0% |
| Q1 2014 | $108,000 | +4.9% | 2,352 | +3.0% | 0.00% | 0.0% |
| Q4 2013 | $103,000 | -77.6% | 2,284 | -79.6% | 0.00% | -81.2% |
| Q3 2013 | $460,000 | +679.7% | 11,202 | +636.5% | 0.02% | +700.0% |
| Q2 2013 | $59,000 | – | 1,521 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,185,199 | $108,932,164 | 39.30% |
| HT Partners LLC | 2,221,348 | $110,734,202 | 33.09% |
| Socha Financial Group, LLC | 995,743 | $49,637,787 | 26.40% |
| Morton Brown Family Wealth, LLC | 1,007,164 | $50,207,111 | 25.67% |
| Strid Group, LLC | 2,452,051 | $122,234,750 | 25.55% |
| Members Advisory Group LLC | 747,794 | $37,277,554 | 24.08% |
| MYECFO, LLC | 690,115 | $34,466,005 | 23.90% |
| FREEDOM WEALTH ALLIANCE, LLC | 270,045 | $13,461,742 | 22.15% |
| Hanson & Doremus Investment Management | 1,898,228 | $94,627 | 19.52% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,985,574 | $148,830,844 | 19.42% |