SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 0.12 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $295,791 | +6.8% | 6,601 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $277,000 | -5.1% | 6,601 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $292,000 | -17.0% | 6,601 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $352,000 | -52.8% | 6,601 | 0.0% | 0.01% | -54.5% |
| Q4 2021 | $746,000 | -80.2% | 6,601 | -87.1% | 0.01% | -93.0% |
| Q2 2020 | $3,761,000 | +16.2% | 51,194 | -4.5% | 0.16% | +6.1% |
| Q1 2020 | $3,238,000 | -15.8% | 53,585 | +7.1% | 0.15% | +15.6% |
| Q4 2019 | $3,847,000 | +2.3% | 50,043 | -5.5% | 0.13% | -1.5% |
| Q3 2019 | $3,761,000 | -2.7% | 52,952 | -3.4% | 0.13% | +7.4% |
| Q2 2019 | $3,865,000 | +3.3% | 54,797 | -0.3% | 0.12% | +0.8% |
| Q1 2019 | $3,741,000 | -21.6% | 54,969 | -30.9% | 0.12% | -28.1% |
| Q4 2018 | $4,769,000 | +22.3% | 79,568 | +43.6% | 0.17% | +38.0% |
| Q3 2018 | $3,901,000 | +3.8% | 55,423 | -2.7% | 0.12% | +0.8% |
| Q2 2018 | $3,759,000 | +4.4% | 56,969 | +0.9% | 0.12% | +3.4% |
| Q1 2018 | $3,600,000 | -0.2% | 56,443 | +0.9% | 0.12% | -3.3% |
| Q4 2017 | $3,608,000 | +10.6% | 55,926 | +4.5% | 0.12% | +3.4% |
| Q3 2017 | $3,261,000 | +7.4% | 53,532 | +3.0% | 0.12% | 0.0% |
| Q2 2017 | $3,037,000 | +5.8% | 51,950 | +3.3% | 0.12% | -0.9% |
| Q1 2017 | $2,870,000 | +11.5% | 50,300 | +5.9% | 0.12% | +7.3% |
| Q4 2016 | $2,574,000 | +16.6% | 47,503 | +12.6% | 0.11% | +18.5% |
| Q3 2016 | $2,208,000 | +7.9% | 42,203 | +3.7% | 0.09% | +5.7% |
| Q2 2016 | $2,046,000 | +6.2% | 40,682 | +4.1% | 0.09% | +4.8% |
| Q1 2016 | $1,926,000 | +12.4% | 39,077 | +11.9% | 0.08% | +12.2% |
| Q4 2015 | $1,713,000 | +24.3% | 34,934 | +17.6% | 0.07% | +23.3% |
| Q3 2015 | $1,378,000 | +5.0% | 29,707 | +13.7% | 0.06% | +17.6% |
| Q2 2015 | $1,313,000 | +9.1% | 26,136 | +9.6% | 0.05% | +13.3% |
| Q1 2015 | $1,204,000 | -2.4% | 23,850 | -3.7% | 0.04% | -4.3% |
| Q4 2014 | $1,234,000 | +18.5% | 24,771 | +13.2% | 0.05% | +17.5% |
| Q3 2014 | $1,041,000 | -6.1% | 21,884 | -5.8% | 0.04% | -2.4% |
| Q2 2014 | $1,109,000 | +27.8% | 23,242 | +22.4% | 0.04% | +24.2% |
| Q1 2014 | $868,000 | +34.4% | 18,989 | +32.3% | 0.03% | +32.0% |
| Q4 2013 | $646,000 | +105.1% | 14,349 | +86.9% | 0.02% | +92.3% |
| Q3 2013 | $315,000 | – | 7,677 | – | 0.01% | – |
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% |