SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 326 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.74 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $510,000 | +12.8% | 5,610 | -1.2% | 0.04% | -2.2% |
| Q3 2020 | $452,000 | -38.8% | 5,676 | -43.5% | 0.04% | -43.0% |
| Q2 2020 | $738,000 | +17.3% | 10,048 | -3.5% | 0.08% | +9.7% |
| Q1 2020 | $629,000 | -46.9% | 10,408 | -32.5% | 0.07% | -33.9% |
| Q4 2019 | $1,185,000 | +1.4% | 15,412 | -6.4% | 0.11% | -5.2% |
| Q3 2019 | $1,169,000 | +6.5% | 16,466 | +5.7% | 0.12% | +6.5% |
| Q2 2019 | $1,098,000 | +3.8% | 15,571 | +0.1% | 0.11% | +5.9% |
| Q1 2019 | $1,058,000 | +26.6% | 15,552 | +11.4% | 0.10% | +8.5% |
| Q4 2018 | $836,000 | +50.4% | 13,958 | +76.6% | 0.09% | +67.9% |
| Q3 2018 | $556,000 | +6.9% | 7,905 | +0.3% | 0.06% | 0.0% |
| Q2 2018 | $520,000 | +3.8% | 7,884 | -4.1% | 0.06% | -9.7% |
| Q1 2018 | $501,000 | -12.3% | 8,224 | -7.0% | 0.06% | -7.5% |
| Q4 2017 | $571,000 | +14.0% | 8,845 | +7.6% | 0.07% | +8.1% |
| Q3 2017 | $501,000 | +81.5% | 8,224 | +74.1% | 0.06% | +72.2% |
| Q2 2017 | $276,000 | +10.4% | 4,724 | +7.7% | 0.04% | +5.9% |
| Q1 2017 | $250,000 | -61.0% | 4,386 | -62.9% | 0.03% | -64.6% |
| Q4 2016 | $641,000 | +8.8% | 11,832 | +5.2% | 0.10% | +4.3% |
| Q3 2016 | $589,000 | -8.3% | 11,250 | -11.9% | 0.09% | -11.5% |
| Q2 2016 | $642,000 | +38.7% | 12,766 | +35.8% | 0.10% | +35.1% |
| Q1 2016 | $463,000 | +9.5% | 9,404 | +8.9% | 0.08% | +5.5% |
| Q4 2015 | $423,000 | -93.4% | 8,632 | -93.2% | 0.07% | -93.8% |
| Q1 2015 | $6,431,000 | +3.7% | 127,401 | +2.4% | 1.17% | -47.9% |
| Q4 2014 | $6,200,000 | +11.3% | 124,440 | +6.2% | 2.25% | -5.2% |
| Q3 2014 | $5,572,000 | +2.0% | 117,175 | +2.3% | 2.38% | +1.7% |
| Q2 2014 | $5,464,000 | – | 114,507 | – | 2.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |