SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 183 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is 0.63 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,663 | -3.6% | 916 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $47,358 | +8.0% | 916 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $43,831 | +6.8% | 916 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $41,046 | +8.0% | 916 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $38,000 | -5.0% | 916 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $40,000 | +73.9% | 916 | +116.0% | 0.01% | +100.0% |
| Q1 2022 | $23,000 | -4.2% | 424 | +96.3% | 0.00% | 0.0% |
| Q4 2021 | $24,000 | +9.1% | 216 | +1.9% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | +4.8% | 212 | +5.0% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | +5.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | -99.5% | 202 | -99.7% | 0.00% | -99.8% |
| Q3 2018 | $4,270,000 | +5171.6% | 60,661 | +3796.0% | 1.92% | +15866.7% |
| Q3 2016 | $81,000 | +102.5% | 1,557 | +91.3% | 0.01% | -20.0% |
| Q4 2015 | $40,000 | +5.3% | 814 | 0.0% | 0.02% | -6.2% |
| Q3 2015 | $38,000 | -75.6% | 814 | -73.7% | 0.02% | -72.9% |
| Q2 2015 | $156,000 | 0.0% | 3,100 | 0.0% | 0.06% | -1.7% |
| Q1 2015 | $156,000 | +1.3% | 3,100 | 0.0% | 0.06% | -3.2% |
| Q4 2014 | $154,000 | +4.8% | 3,100 | 0.0% | 0.06% | -7.5% |
| Q3 2014 | $147,000 | – | 3,100 | – | 0.07% | – |
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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% |