SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,521,043 | +5.9% | 106,790 | -2.0% | 1.57% | +1.7% |
| Q1 2023 | $5,211,631 | +89.3% | 108,916 | +77.3% | 1.54% | +73.9% |
| Q4 2022 | $2,753,350 | +15.3% | 61,445 | +8.1% | 0.89% | -4.3% |
| Q3 2022 | $2,387,000 | -1.9% | 56,844 | +3.2% | 0.93% | +3.6% |
| Q2 2022 | $2,434,000 | -5.8% | 55,083 | +13.8% | 0.89% | +10.5% |
| Q1 2022 | $2,584,000 | +8.7% | 48,392 | +130.1% | 0.81% | +14.6% |
| Q4 2021 | $2,377,000 | +15.4% | 21,031 | +6.1% | 0.71% | -62.1% |
| Q3 2021 | $2,060,000 | +4.0% | 19,830 | +4.4% | 1.86% | +3.4% |
| Q2 2021 | $1,980,000 | +14.5% | 18,990 | +6.2% | 1.80% | +7.4% |
| Q1 2021 | $1,730,000 | +9.8% | 17,888 | +3.3% | 1.68% | +11.6% |
| Q4 2020 | $1,575,000 | +15.5% | 17,313 | +1.1% | 1.50% | +8.4% |
| Q3 2020 | $1,364,000 | +8.5% | 17,126 | +0.1% | 1.39% | -2.8% |
| Q2 2020 | $1,257,000 | +22.0% | 17,106 | +0.4% | 1.43% | +5.9% |
| Q1 2020 | $1,030,000 | +24.5% | 17,041 | +58.5% | 1.35% | +53.2% |
| Q4 2019 | $827,000 | +15.5% | 10,751 | +6.7% | 0.88% | -4.1% |
| Q3 2019 | $716,000 | +7.2% | 10,076 | +6.3% | 0.92% | +20.0% |
| Q2 2019 | $668,000 | +3.6% | 9,476 | 0.0% | 0.76% | +2.6% |
| Q1 2019 | $645,000 | +13.6% | 9,476 | 0.0% | 0.74% | +6.3% |
| Q4 2018 | $568,000 | -0.7% | 9,476 | +16.6% | 0.70% | +17.2% |
| Q3 2018 | $572,000 | +6.7% | 8,126 | 0.0% | 0.60% | +1.2% |
| Q2 2018 | $536,000 | +3.5% | 8,126 | +0.1% | 0.59% | 0.0% |
| Q1 2018 | $518,000 | -1.7% | 8,120 | -0.6% | 0.59% | -24.2% |
| Q4 2017 | $527,000 | – | 8,170 | – | 0.78% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,241,990 | $140,357,000 | 41.02% |
| Evergreen Advisors, LLC | 988,458 | $111,706,000 | 38.11% |
| Socha Financial Group, LLC | 437,907 | $49,487,823 | 37.57% |
| Strid Group, LLC | 1,183,312 | $133,748,000 | 27.41% |
| Morton Brown Family Wealth, LLC | 312,427 | $35,314,000 | 27.06% |
| AGILIS PARTNERS LLC | 472,544 | $53,402,000 | 26.72% |
| Members Advisory Group LLC | 357,871 | $40,442,000 | 26.70% |
| Evensky & Katz LLC | 2,001,636 | $226,205,000 | 21.79% |
| JBJ Investment Partners, LLC | 802,463 | $90,686,000 | 18.71% |
| Hanson & Doremus Investment Management | 773,553 | $87,419,000 | 18.70% |