SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 652 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $625,000 | -5.3% | 14,876 | +0.1% | 0.03% | -3.6% |
| Q2 2022 | $660,000 | -17.8% | 14,868 | +47.4% | 0.03% | -58.2% |
| Q3 2020 | $803,000 | -20.5% | 10,086 | -26.1% | 0.07% | -28.0% |
| Q2 2020 | $1,010,000 | -37.4% | 13,640 | -51.0% | 0.09% | -36.3% |
| Q1 2020 | $1,614,000 | -35.1% | 27,844 | -13.9% | 0.15% | -18.4% |
| Q4 2019 | $2,488,000 | +25.2% | 32,344 | +14.3% | 0.18% | +18.5% |
| Q3 2019 | $1,987,000 | -33.7% | 28,308 | -33.2% | 0.15% | -33.2% |
| Q2 2019 | $2,996,000 | +2.5% | 42,392 | -0.9% | 0.23% | -8.5% |
| Q1 2019 | $2,923,000 | +14.4% | 42,797 | +1.9% | 0.25% | +8.3% |
| Q4 2018 | $2,556,000 | +50.1% | 41,991 | +73.6% | 0.23% | +7.0% |
| Q3 2018 | $1,703,000 | +7.9% | 24,195 | +1.1% | 0.21% | -23.9% |
| Q2 2018 | $1,579,000 | -7.7% | 23,940 | -10.8% | 0.28% | +166.7% |
| Q1 2018 | $1,711,000 | +4.5% | 26,834 | +5.7% | 0.10% | -38.6% |
| Q4 2017 | $1,638,000 | +16.2% | 25,382 | +9.7% | 0.17% | -25.3% |
| Q3 2017 | $1,410,000 | +3.1% | 23,142 | -1.1% | 0.23% | +16.8% |
| Q2 2017 | $1,367,000 | -19.2% | 23,392 | -25.1% | 0.20% | -28.7% |
| Q4 2016 | $1,692,000 | -11.3% | 31,237 | -14.3% | 0.28% | +1.1% |
| Q3 2016 | $1,908,000 | -19.8% | 36,464 | -22.9% | 0.27% | -39.4% |
| Q2 2016 | $2,380,000 | -72.7% | 47,321 | +283.0% | 0.45% | -83.9% |
| Q1 2016 | $8,719,000 | -5.0% | 12,356 | -93.4% | 2.78% | -54.8% |
| Q4 2015 | $9,176,000 | -0.4% | 187,106 | -5.8% | 6.16% | +74.4% |
| Q3 2015 | $9,213,000 | -99.9% | 198,639 | +3.8% | 3.53% | -24.9% |
| Q2 2015 | $9,612,163,000 | -13.9% | 191,363 | -13.4% | 4.70% | -24.6% |
| Q1 2015 | $11,160,876,000 | -6.8% | 221,095 | -8.0% | 6.23% | +12.4% |
| Q4 2014 | $11,974,785,000 | +14.5% | 240,361 | +9.2% | 5.55% | +1.5% |
| Q3 2014 | $10,462,189,000 | +10.1% | 220,025 | +10.5% | 5.46% | +16.8% |
| Q2 2014 | $9,505,729,000 | – | 199,198 | – | 4.68% | – |
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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% |