SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 310 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,385,441 | -1.4% | 27,792 | +2.2% | 0.04% | 0.0% |
Q2 2023 | $1,405,602 | +5.1% | 27,188 | -2.7% | 0.04% | -2.6% |
Q1 2023 | $1,337,617 | +111461.1% | 27,954 | +4.5% | 0.04% | +8.6% |
Q4 2022 | $1,199 | -99.9% | 26,753 | -0.9% | 0.04% | 0.0% |
Q3 2022 | $1,134,000 | -4.4% | 27,007 | +0.6% | 0.04% | +6.1% |
Q2 2022 | $1,186,000 | -16.1% | 26,841 | +1.4% | 0.03% | -2.9% |
Q1 2022 | $1,413,000 | -4.9% | 26,462 | +101.3% | 0.03% | -2.9% |
Q4 2021 | $1,486,000 | +5.4% | 13,147 | -3.1% | 0.04% | -2.8% |
Q3 2021 | $1,410,000 | +0.2% | 13,573 | +0.6% | 0.04% | -2.7% |
Q2 2021 | $1,407,000 | +8.1% | 13,495 | +0.3% | 0.04% | +2.8% |
Q1 2021 | $1,302,000 | +6.5% | 13,459 | +0.2% | 0.04% | -7.7% |
Q4 2020 | $1,222,000 | +16.9% | 13,429 | +2.3% | 0.04% | -4.9% |
Q3 2020 | $1,045,000 | +9.0% | 13,123 | +0.5% | 0.04% | +2.5% |
Q2 2020 | $959,000 | +10.9% | 13,053 | -8.8% | 0.04% | 0.0% |
Q1 2020 | $865,000 | -21.9% | 14,319 | -0.6% | 0.04% | -2.4% |
Q4 2019 | $1,108,000 | +6.8% | 14,411 | -1.3% | 0.04% | -8.9% |
Q3 2019 | $1,037,000 | -1.8% | 14,597 | -2.5% | 0.04% | -4.3% |
Q2 2019 | $1,056,000 | -0.7% | 14,972 | -4.2% | 0.05% | -2.1% |
Q1 2019 | $1,063,000 | +9.4% | 15,622 | -3.7% | 0.05% | +2.1% |
Q4 2018 | $972,000 | -17.1% | 16,219 | -2.7% | 0.05% | +4.4% |
Q3 2018 | $1,173,000 | +2.6% | 16,673 | -3.8% | 0.04% | -10.0% |
Q2 2018 | $1,143,000 | -2.6% | 17,330 | -5.9% | 0.05% | -5.7% |
Q1 2018 | $1,174,000 | +6.2% | 18,412 | +7.4% | 0.05% | -10.2% |
Q4 2017 | $1,105,000 | +7.1% | 17,140 | +1.2% | 0.06% | -1.7% |
Q3 2017 | $1,032,000 | +7.2% | 16,944 | +2.8% | 0.06% | -3.2% |
Q2 2017 | $963,000 | +2.7% | 16,483 | +0.3% | 0.06% | -3.1% |
Q1 2017 | $938,000 | +5.5% | 16,440 | +0.2% | 0.06% | -1.5% |
Q4 2016 | $889,000 | – | 16,400 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HT Partners LLC | 1,241,990 | $140,357,000 | 41.02% |
Evergreen Advisors, LLC | 988,458 | $111,706,000 | 38.11% |
Socha Financial Group, LLC | 437,907 | $49,487,823 | 37.57% |
Strid Group, LLC | 1,183,312 | $133,748,000 | 27.41% |
Morton Brown Family Wealth, LLC | 312,427 | $35,314,000 | 27.06% |
AGILIS PARTNERS LLC | 472,544 | $53,402,000 | 26.72% |
Members Advisory Group LLC | 357,871 | $40,442,000 | 26.70% |
Evensky & Katz LLC | 2,001,636 | $226,205,000 | 21.79% |
JBJ Investment Partners, LLC | 802,463 | $90,686,000 | 18.71% |
Hanson & Doremus Investment Management | 773,553 | $87,419,000 | 18.70% |