SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,956,000 | -7.6% | 141,852 | -2.8% | 0.75% | -8.6% |
| Q2 2022 | $6,447,000 | -20.0% | 145,900 | -3.4% | 0.82% | -20.1% |
| Q1 2022 | $8,063,000 | -6.4% | 151,029 | +98.1% | 1.03% | -1.2% |
| Q4 2021 | $8,617,000 | +7.7% | 76,253 | -1.0% | 1.04% | +5.1% |
| Q3 2021 | $7,998,000 | -6.6% | 77,011 | -3.7% | 0.99% | -0.6% |
| Q2 2021 | $8,562,000 | +4.1% | 79,931 | -6.0% | 1.00% | 0.0% |
| Q1 2021 | $8,228,000 | +4.0% | 85,074 | -2.1% | 1.00% | -3.8% |
| Q4 2020 | $7,911,000 | +20.1% | 86,942 | +5.1% | 1.04% | +13.3% |
| Q3 2020 | $6,588,000 | +13.0% | 82,720 | +4.2% | 0.92% | +9.8% |
| Q2 2020 | $5,832,000 | +80.4% | 79,380 | +48.4% | 0.83% | +58.7% |
| Q1 2020 | $3,232,000 | -13.6% | 53,488 | +9.9% | 0.52% | +5.0% |
| Q4 2019 | $3,742,000 | +15.1% | 48,678 | +6.4% | 0.50% | +7.1% |
| Q3 2019 | $3,250,000 | -54.6% | 45,765 | -54.9% | 0.47% | -53.3% |
| Q2 2019 | $7,161,000 | -6.3% | 101,538 | -9.6% | 1.00% | -7.1% |
| Q1 2019 | $7,640,000 | +21.1% | 112,269 | +6.6% | 1.08% | +11.6% |
| Q4 2018 | $6,310,000 | +42.8% | 105,297 | +68.0% | 0.97% | +58.1% |
| Q3 2018 | $4,419,000 | +5.8% | 62,683 | -0.9% | 0.61% | +7.0% |
| Q2 2018 | $4,176,000 | -48.3% | 63,281 | -50.0% | 0.57% | -48.1% |
| Q1 2018 | $8,078,000 | -8.8% | 126,638 | -7.8% | 1.10% | -4.0% |
| Q4 2017 | $8,857,000 | +8.8% | 137,278 | +2.7% | 1.15% | +4.5% |
| Q3 2017 | $8,138,000 | +4.5% | 133,607 | +0.3% | 1.10% | +1.9% |
| Q2 2017 | $7,784,000 | +7.9% | 133,159 | +5.3% | 1.08% | +6.2% |
| Q1 2017 | $7,217,000 | +5.3% | 126,485 | 0.0% | 1.01% | +3.8% |
| Q4 2016 | $6,853,000 | +15.3% | 126,485 | +11.3% | 0.98% | +11.9% |
| Q3 2016 | $5,945,000 | +4.0% | 113,622 | 0.0% | 0.87% | +0.2% |
| Q2 2016 | $5,715,000 | +2.4% | 113,622 | +0.3% | 0.87% | -0.3% |
| Q1 2016 | $5,583,000 | +583.4% | 113,295 | +580.3% | 0.87% | +572.3% |
| Q4 2015 | $817,000 | – | 16,654 | – | 0.13% | – |
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% |