SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 203 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is 0.20 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $915,530 | +14.5% | 18,366 | +18.7% | 0.30% | +21.5% |
| Q2 2023 | $799,619 | +10.9% | 15,467 | +2.6% | 0.25% | +6.5% |
| Q1 2023 | $721,186 | +6.8% | 15,072 | -0.0% | 0.23% | +3.6% |
| Q4 2022 | $675,527 | +11.5% | 15,075 | +4.5% | 0.22% | +135.8% |
| Q3 2022 | $606,000 | -0.7% | 14,432 | +4.6% | 0.10% | -54.3% |
| Q2 2022 | $610,000 | -12.9% | 13,797 | +5.3% | 0.21% | +55.2% |
| Q1 2022 | $700,000 | -7.9% | 13,104 | +94.8% | 0.13% | -41.7% |
| Q4 2021 | $760,000 | +6.0% | 6,726 | -2.5% | 0.23% | +11.1% |
| Q3 2021 | $717,000 | -0.7% | 6,902 | -0.3% | 0.21% | -14.8% |
| Q2 2021 | $722,000 | +9.4% | 6,923 | +1.5% | 0.24% | +1.7% |
| Q1 2021 | $660,000 | -0.5% | 6,824 | -6.3% | 0.24% | +123.4% |
| Q4 2020 | $663,000 | +6.9% | 7,285 | -6.4% | 0.11% | -58.7% |
| Q3 2020 | $620,000 | +3.9% | 7,785 | +0.8% | 0.26% | +0.4% |
| Q2 2020 | $597,000 | +24.6% | 7,725 | +5.0% | 0.26% | +2.8% |
| Q1 2020 | $479,000 | -7.2% | 7,359 | -89.0% | 0.25% | +356.4% |
| Q4 2019 | $516,000 | +11.9% | 67,140 | +933.2% | 0.06% | -74.7% |
| Q3 2019 | $461,000 | +2.2% | 6,498 | +1.7% | 0.22% | +1708.3% |
| Q2 2019 | $451,000 | +2.5% | 6,391 | -1.1% | 0.01% | -93.2% |
| Q1 2019 | $440,000 | -88.6% | 6,461 | -89.9% | 0.18% | -45.7% |
| Q4 2018 | $3,852,000 | +763.7% | 64,244 | +901.5% | 0.33% | +67.2% |
| Q3 2018 | $446,000 | +5.9% | 6,415 | +0.6% | 0.20% | +596.4% |
| Q2 2018 | $421,000 | +4.2% | 6,375 | +1.3% | 0.03% | -86.3% |
| Q1 2018 | $404,000 | -7.6% | 6,293 | -7.1% | 0.20% | -6.8% |
| Q4 2017 | $437,000 | +4.0% | 6,773 | -1.7% | 0.22% | -2.2% |
| Q3 2017 | $420,000 | +6.9% | 6,892 | +2.6% | 0.22% | +2.8% |
| Q2 2017 | $393,000 | +10.1% | 6,718 | +7.3% | 0.22% | +38.0% |
| Q1 2017 | $357,000 | +40.6% | 6,262 | +33.5% | 0.16% | +1.9% |
| Q4 2016 | $254,000 | +4.5% | 4,692 | +0.8% | 0.16% | +1.3% |
| Q3 2016 | $243,000 | -40.7% | 4,653 | -42.9% | 0.15% | -40.2% |
| Q2 2016 | $410,000 | +2.0% | 8,146 | -0.0% | 0.26% | -12.3% |
| Q1 2016 | $402,000 | 0.0% | 8,149 | -0.6% | 0.29% | +2.8% |
| Q4 2015 | $402,000 | +3.1% | 8,202 | -2.6% | 0.28% | +13.1% |
| Q3 2015 | $390,000 | -7.6% | 8,417 | +0.1% | 0.25% | -17.4% |
| Q2 2015 | $422,000 | +1.0% | 8,411 | +1.5% | 0.30% | +2.0% |
| Q1 2015 | $418,000 | 0.0% | 8,285 | -1.1% | 0.30% | +19.2% |
| Q4 2014 | $418,000 | +13.9% | 8,381 | +8.6% | 0.25% | -9.4% |
| Q3 2014 | $367,000 | -10.3% | 7,718 | -10.0% | 0.28% | +18.5% |
| Q2 2014 | $409,000 | +3.8% | 8,572 | -0.5% | 0.23% | -16.8% |
| Q1 2014 | $394,000 | +2.9% | 8,614 | +1.2% | 0.28% | +1373.7% |
| Q4 2013 | $383,000 | +11.7% | 8,513 | +2.0% | 0.02% | -92.9% |
| Q3 2013 | $343,000 | -7.8% | 8,342 | -12.7% | 0.27% | +820.7% |
| Q2 2013 | $372,000 | – | 9,560 | – | 0.03% | – |
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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% |