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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $332 | -3.5% | 6,658 | 0.0% | 0.26% | +1.5% |
| Q2 2023 | $344 | +7.8% | 6,658 | 0.0% | 0.26% | +5.7% |
| Q1 2023 | $319 | +7.0% | 6,658 | 0.0% | 0.25% | +0.8% |
| Q4 2022 | $298 | -99.9% | 6,658 | 0.0% | 0.24% | +3.0% |
| Q3 2022 | $280,000 | -4.8% | 6,658 | 0.0% | 0.24% | +4.4% |
| Q2 2022 | $294,000 | -17.2% | 6,658 | 0.0% | 0.23% | +4.6% |
| Q1 2022 | $355,000 | -5.6% | 6,658 | +100.0% | 0.22% | -0.5% |
| Q4 2021 | $376,000 | +4.7% | 3,329 | -3.6% | 0.22% | -6.0% |
| Q3 2021 | $359,000 | -0.3% | 3,454 | 0.0% | 0.23% | -3.3% |
| Q2 2021 | $360,000 | -99.9% | 3,454 | 0.0% | 0.24% | +2.1% |
| Q1 2021 | $334,036,000 | +100211.1% | 3,454 | -5.6% | 0.24% | -7.8% |
| Q4 2020 | $333,000 | +6.1% | 3,658 | -7.1% | 0.26% | -2.3% |
| Q3 2020 | $314,000 | -63.7% | 3,939 | -66.5% | 0.26% | -67.7% |
| Q2 2020 | $865,000 | +19.8% | 11,774 | -1.4% | 0.81% | -1.0% |
| Q1 2020 | $722,000 | -21.5% | 11,942 | -0.2% | 0.82% | +2.3% |
| Q4 2019 | $920,000 | +68.2% | 11,971 | +55.5% | 0.80% | +52.8% |
| Q3 2019 | $547,000 | -7.8% | 7,699 | -8.5% | 0.52% | -4.0% |
| Q2 2019 | $593,000 | +1.2% | 8,413 | -2.2% | 0.54% | -0.2% |
| Q1 2019 | $586,000 | +14.0% | 8,606 | +0.4% | 0.55% | -0.7% |
| Q4 2018 | $514,000 | -12.1% | 8,575 | +3.2% | 0.55% | +11.3% |
| Q3 2018 | $585,000 | +7.3% | 8,309 | +0.5% | 0.49% | +0.4% |
| Q2 2018 | $545,000 | -1.1% | 8,266 | -4.2% | 0.49% | -1.0% |
| Q1 2018 | $551,000 | -0.7% | 8,631 | +0.4% | 0.50% | 0.0% |
| Q4 2017 | $555,000 | +50.0% | 8,597 | +41.5% | 0.50% | +40.8% |
| Q3 2017 | $370,000 | +30.3% | 6,077 | +25.3% | 0.35% | +28.8% |
| Q2 2017 | $284,000 | -1.0% | 4,849 | -3.6% | 0.27% | +1.5% |
| Q1 2017 | $287,000 | +10.8% | 5,029 | +5.3% | 0.27% | +5.1% |
| Q4 2016 | $259,000 | +21.6% | 4,778 | +4.1% | 0.26% | +8.4% |
| Q3 2015 | $213,000 | -7.4% | 4,588 | +0.2% | 0.24% | +0.4% |
| Q2 2015 | $230,000 | 0.0% | 4,580 | +0.6% | 0.24% | +5.4% |
| Q1 2015 | $230,000 | +10.0% | 4,553 | +8.6% | 0.22% | +8.2% |
| Q4 2014 | $209,000 | – | 4,194 | – | 0.21% | – |
Download | ||||||
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% |