SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 156 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is 0.78 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $759,041 | -7.1% | 15,227 | -3.7% | 0.14% | -5.9% |
| Q2 2023 | $817,403 | -3.6% | 15,811 | -10.8% | 0.15% | -11.6% |
| Q1 2023 | $847,926 | +4.1% | 17,721 | -2.5% | 0.17% | -3.9% |
| Q4 2022 | $814,220 | +4.5% | 18,171 | -2.0% | 0.18% | -1.1% |
| Q3 2022 | $779,000 | -7.9% | 18,541 | -3.2% | 0.18% | -1.6% |
| Q2 2022 | $846,000 | -20.8% | 19,151 | -4.2% | 0.18% | -8.0% |
| Q1 2022 | $1,068,000 | -12.1% | 20,001 | +86.0% | 0.20% | -9.5% |
| Q4 2021 | $1,215,000 | -5.4% | 10,752 | -13.1% | 0.22% | -11.2% |
| Q3 2021 | $1,285,000 | -8.3% | 12,375 | -8.0% | 0.25% | -7.4% |
| Q2 2021 | $1,402,000 | +6.6% | 13,445 | -1.1% | 0.27% | -1.1% |
| Q1 2021 | $1,315,000 | +4.6% | 13,595 | -1.6% | 0.27% | -2.9% |
| Q4 2020 | $1,257,000 | -6.6% | 13,815 | -18.2% | 0.28% | -17.9% |
| Q3 2020 | $1,346,000 | +3.2% | 16,896 | -4.8% | 0.34% | -5.5% |
| Q2 2020 | $1,304,000 | +15.9% | 17,746 | -4.7% | 0.36% | -1.6% |
| Q1 2020 | $1,125,000 | -23.3% | 18,621 | -2.4% | 0.37% | -2.7% |
| Q4 2019 | $1,467,000 | -17.5% | 19,083 | -23.8% | 0.38% | -19.4% |
| Q3 2019 | $1,778,000 | +23.3% | 25,039 | +22.5% | 0.47% | +20.6% |
| Q2 2019 | $1,442,000 | +7.0% | 20,444 | +3.2% | 0.39% | +2.6% |
| Q1 2019 | $1,348,000 | +14.6% | 19,807 | +0.9% | 0.38% | -1.0% |
| Q4 2018 | $1,176,000 | +689.3% | 19,626 | +828.8% | 0.38% | +788.4% |
| Q3 2018 | $149,000 | +96.1% | 2,113 | +82.8% | 0.04% | +87.0% |
| Q2 2018 | $76,000 | +216.7% | 1,156 | +209.9% | 0.02% | +187.5% |
| Q1 2018 | $24,000 | -91.3% | 373 | -91.3% | 0.01% | -90.8% |
| Q4 2017 | $277,000 | +23.1% | 4,292 | +16.3% | 0.09% | +17.6% |
| Q3 2017 | $225,000 | +878.3% | 3,689 | +843.5% | 0.07% | +825.0% |
| Q2 2017 | $23,000 | +2200.0% | 391 | +1855.0% | 0.01% | – |
| Q1 2017 | $1,000 | -87.5% | 20 | -88.2% | 0.00% | -100.0% |
| Q2 2014 | $8,000 | – | 170 | – | 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% |