SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $967,805 | -10.2% | 19,414 | -6.9% | 0.00% | – |
| Q2 2023 | $1,077,632 | +8.0% | 20,844 | 0.0% | 0.00% | – |
| Q1 2023 | $997,363 | +0.4% | 20,844 | -6.0% | 0.00% | – |
| Q4 2022 | $993,580 | +142.9% | 22,173 | +127.6% | 0.00% | – |
| Q3 2022 | $409,000 | +0.2% | 9,743 | +5.5% | 0.00% | – |
| Q2 2022 | $408,000 | -20.5% | 9,239 | -3.9% | 0.00% | – |
| Q1 2022 | $513,000 | -4.3% | 9,613 | +102.5% | 0.00% | – |
| Q4 2021 | $536,000 | +8.7% | 4,747 | +0.0% | 0.00% | – |
| Q3 2021 | $493,000 | +8.1% | 4,745 | +8.5% | 0.00% | – |
| Q2 2021 | $456,000 | +7.5% | 4,372 | -0.3% | 0.00% | – |
| Q1 2021 | $424,000 | 0.0% | 4,387 | -5.9% | 0.00% | – |
| Q4 2020 | $424,000 | +21.5% | 4,661 | +6.3% | 0.00% | – |
| Q3 2020 | $349,000 | -26.8% | 4,386 | -32.4% | 0.00% | – |
| Q2 2020 | $477,000 | +4.4% | 6,487 | -14.1% | 0.00% | – |
| Q1 2020 | $457,000 | +25.5% | 7,554 | +59.7% | 0.00% | – |
| Q4 2019 | $364,000 | +14.5% | 4,730 | +5.8% | 0.00% | – |
| Q3 2019 | $318,000 | -5.4% | 4,472 | -6.0% | 0.00% | – |
| Q2 2019 | $336,000 | -32.5% | 4,758 | -35.0% | 0.00% | – |
| Q1 2019 | $498,000 | -16.9% | 7,324 | -26.7% | 0.00% | – |
| Q4 2018 | $599,000 | -18.6% | 9,992 | -4.4% | 0.00% | – |
| Q3 2018 | $736,000 | +28.4% | 10,453 | +20.5% | 0.00% | – |
| Q2 2018 | $573,000 | -12.4% | 8,678 | -15.4% | 0.00% | – |
| Q1 2018 | $654,000 | +69.9% | 10,259 | +71.8% | 0.00% | – |
| Q4 2017 | $385,000 | +4.9% | 5,970 | -0.8% | 0.00% | – |
| Q3 2017 | $367,000 | +7.9% | 6,020 | +3.6% | 0.00% | – |
| Q2 2017 | $340,000 | – | 5,812 | – | 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% |