SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $263,000 | +8.7% | 2,329 | 0.0% | 0.02% | -4.8% |
| Q3 2021 | $242,000 | -3.6% | 2,329 | -3.4% | 0.02% | +5.0% |
| Q2 2021 | $251,000 | +17.3% | 2,412 | +9.0% | 0.02% | +5.3% |
| Q1 2021 | $214,000 | +11.5% | 2,213 | +4.6% | 0.02% | +5.6% |
| Q4 2020 | $192,000 | -6.8% | 2,115 | -18.1% | 0.02% | -18.2% |
| Q3 2020 | $206,000 | +8.4% | 2,581 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $190,000 | +21.8% | 2,581 | 0.0% | 0.02% | -4.3% |
| Q1 2020 | $156,000 | -29.7% | 2,581 | -10.5% | 0.02% | -8.0% |
| Q4 2019 | $222,000 | -27.5% | 2,883 | -33.2% | 0.02% | -34.2% |
| Q3 2019 | $306,000 | +0.7% | 4,315 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $304,000 | +210.2% | 4,315 | +199.9% | 0.04% | +192.3% |
| Q1 2019 | $98,000 | -34.7% | 1,439 | -42.6% | 0.01% | -40.9% |
| Q4 2018 | $150,000 | +123.9% | 2,505 | +165.1% | 0.02% | +144.4% |
| Q3 2018 | $67,000 | +8.1% | 945 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $62,000 | +3.3% | 945 | 0.0% | 0.01% | +12.5% |
| Q1 2018 | $60,000 | -1.6% | 945 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $61,000 | +5.2% | 945 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $58,000 | -4.9% | 945 | -9.6% | 0.01% | 0.0% |
| Q2 2017 | $61,000 | +41.9% | 1,045 | +39.0% | 0.01% | +28.6% |
| Q1 2017 | $43,000 | +22.9% | 752 | +17.3% | 0.01% | +16.7% |
| Q4 2016 | $35,000 | -37.5% | 641 | -40.2% | 0.01% | -40.0% |
| Q3 2016 | $56,000 | +60.0% | 1,072 | +54.7% | 0.01% | +66.7% |
| Q2 2016 | $35,000 | +1650.0% | 693 | +1286.0% | 0.01% | – |
| Q1 2016 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q4 2015 | $2,000 | -95.7% | 50 | -95.0% | 0.00% | -100.0% |
| Q3 2015 | $46,000 | +253.8% | 1,000 | +300.0% | 0.01% | +300.0% |
| Q2 2015 | $13,000 | – | 250 | – | 0.00% | – |
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% |