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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,432 | +2.1% | 791 | +5.9% | 0.01% | +20.0% |
| Q2 2023 | $38,620 | +8.0% | 747 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $35,744 | +14.9% | 747 | +7.6% | 0.01% | 0.0% |
| Q4 2022 | $31,098 | +7.2% | 694 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $29,000 | +3.6% | 694 | +10.9% | 0.01% | 0.0% |
| Q2 2022 | $28,000 | -15.2% | 626 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $33,000 | -5.7% | 626 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $35,000 | +6.1% | 313 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $33,000 | 0.0% | 313 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $33,000 | +10.0% | 313 | 0.0% | 0.01% | +25.0% |
| Q1 2021 | $30,000 | +15.4% | 313 | +7.6% | 0.00% | 0.0% |
| Q4 2020 | $26,000 | +30.0% | 291 | +13.7% | 0.00% | +33.3% |
| Q3 2020 | $20,000 | +11.1% | 256 | +7.1% | 0.00% | +50.0% |
| Q2 2020 | $18,000 | +28.6% | 239 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | -22.2% | 239 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $18,000 | +5.9% | 239 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $17,000 | 0.0% | 239 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $17,000 | +6.2% | 239 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $16,000 | +33.3% | 239 | +29.9% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -29.4% | 184 | -23.0% | 0.00% | 0.0% |
| Q3 2018 | $17,000 | +41.7% | 239 | +29.9% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | +9.1% | 184 | +8.2% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | 0.0% | 170 | +1.8% | 0.00% | 0.0% |
| Q4 2017 | $11,000 | +10.0% | 167 | +2.5% | 0.00% | 0.0% |
| Q3 2017 | $10,000 | +11.1% | 163 | +9.4% | 0.00% | +100.0% |
| Q2 2017 | $9,000 | +28.6% | 149 | +19.2% | 0.00% | 0.0% |
| Q1 2017 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $7,000 | +600.0% | 125 | +346.4% | 0.00% | – |
| Q2 2016 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q1 2016 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | – | 28 | +600.0% | 0.00% | – |
| Q3 2015 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q1 2015 | $0 | -100.0% | 4 | -99.0% | 0.00% | -100.0% |
| Q4 2014 | $20,000 | +5.3% | 400 | 0.0% | 0.00% | -33.3% |
| Q3 2014 | $19,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $19,000 | +5.6% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $18,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $18,000 | +12.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $16,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $16,000 | – | 400 | – | 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% |