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 | ||||
---|---|---|---|---|---|---|
Q1 2019 | $2,905,000 | +16.0% | 42,685 | +2.2% | 0.27% | +4.6% |
Q4 2018 | $2,504,000 | +27.2% | 41,783 | +49.4% | 0.26% | +43.2% |
Q3 2018 | $1,968,000 | +10.0% | 27,962 | +3.2% | 0.18% | +5.2% |
Q2 2018 | $1,789,000 | +9.0% | 27,106 | +5.3% | 0.17% | +5.5% |
Q1 2018 | $1,642,000 | +2.2% | 25,747 | +3.4% | 0.16% | +1.2% |
Q4 2017 | $1,607,000 | +13.5% | 24,900 | +7.1% | 0.16% | +9.4% |
Q3 2017 | $1,416,000 | +7.0% | 23,251 | +2.7% | 0.15% | +2.8% |
Q2 2017 | $1,323,000 | +6.0% | 22,637 | +3.5% | 0.14% | +3.6% |
Q1 2017 | $1,248,000 | +12.9% | 21,865 | +7.2% | 0.14% | +6.1% |
Q4 2016 | $1,105,000 | +30.3% | 20,392 | +25.9% | 0.13% | +26.9% |
Q3 2016 | $848,000 | +5.5% | 16,203 | +1.3% | 0.10% | 0.0% |
Q2 2016 | $804,000 | +11.0% | 15,992 | +8.9% | 0.10% | +7.2% |
Q1 2016 | $724,000 | +12.6% | 14,683 | +12.0% | 0.10% | +10.2% |
Q4 2015 | $643,000 | +7.2% | 13,110 | +1.3% | 0.09% | -1.1% |
Q3 2015 | $600,000 | -6.1% | 12,939 | +1.7% | 0.09% | +1.1% |
Q2 2015 | $639,000 | +3.2% | 12,728 | +3.7% | 0.09% | +3.5% |
Q1 2015 | $619,000 | – | 12,271 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |