AdvisorNet Financial, Inc - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 463 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.60 and the average weighting 1.3%.

Quarter-by-quarter ownership
AdvisorNet Financial, Inc ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,610,651
-3.3%
32,310
+0.3%
0.15%
+2.8%
Q2 2023$1,665,394
+6.9%
32,213
-1.0%
0.14%0.0%
Q1 2023$1,557,274
+2.8%
32,545
-3.7%
0.14%
-4.7%
Q4 2022$1,514,198
+1.1%
33,792
-5.2%
0.15%0.0%
Q3 2022$1,497,000
-4.3%
35,649
+0.7%
0.15%
-3.2%
Q2 2022$1,565,000
-66.6%
35,407
-59.6%
0.15%
-47.3%
Q1 2022$4,681,000
-59.1%
87,673
-13.5%
0.29%
-58.6%
Q4 2021$11,454,000
-6.9%
101,355
-14.4%
0.71%
-17.5%
Q3 2021$12,297,000
-9.7%
118,400
-9.4%
0.86%
-5.2%
Q2 2021$13,621,000
+3.7%
130,634
-3.8%
0.90%
-3.4%
Q1 2021$13,129,000
+3.9%
135,760
-2.2%
0.94%
-8.2%
Q4 2020$12,631,000
+10.2%
138,818
-3.5%
1.02%
+3.8%
Q3 2020$11,459,000
+8.8%
143,886
+0.4%
0.98%
+15.7%
Q2 2020$10,532,000
+35.0%
143,350
+11.0%
0.85%
+17.9%
Q1 2020$7,801,000
+10.9%
129,087
+41.1%
0.72%
+20.6%
Q4 2019$7,035,000
+20.8%
91,509
+11.6%
0.60%
+11.6%
Q3 2019$5,825,000
+6.7%
82,018
+6.0%
0.54%
-11.4%
Q2 2019$5,459,000
+6.6%
77,395
+2.8%
0.60%
-3.5%
Q1 2019$5,122,000
+8.6%
75,274
-4.4%
0.63%
-4.0%
Q4 2018$4,716,000
-16.0%
78,699
-1.3%
0.65%
-7.5%
Q3 2018$5,612,000
+2.8%
79,732
-3.6%
0.70%
-4.5%
Q2 2018$5,458,000
+33.4%
82,715
+29.0%
0.74%
+30.6%
Q1 2018$4,091,000
+81.5%
64,128
+83.6%
0.56%
+65.2%
Q4 2017$2,254,00034,9300.34%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2018
NameSharesValueWeighting ↓
HT Partners LLC 1,241,990$140,357,00041.02%
Evergreen Advisors, LLC 988,458$111,706,00038.11%
Socha Financial Group, LLC 437,907$49,487,82337.57%
Strid Group, LLC 1,183,312$133,748,00027.41%
Morton Brown Family Wealth, LLC 312,427$35,314,00027.06%
AGILIS PARTNERS LLC 472,544$53,402,00026.72%
Members Advisory Group LLC 357,871$40,442,00026.70%
Evensky & Katz LLC 2,001,636$226,205,00021.79%
JBJ Investment Partners, LLC 802,463$90,686,00018.71%
Hanson & Doremus Investment Management 773,553$87,419,00018.70%
View complete list of SCHWAB STRATEGIC TR shareholders