SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 0.12 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,330,000 | -6.1% | 24,908 | +98.7% | 0.53% | -1.1% |
| Q4 2021 | $1,417,000 | +8.8% | 12,536 | 0.0% | 0.53% | -2.9% |
| Q3 2021 | $1,302,000 | -0.5% | 12,536 | -0.0% | 0.55% | -7.3% |
| Q2 2021 | $1,308,000 | +6.6% | 12,541 | -1.2% | 0.59% | +7.8% |
| Q1 2021 | $1,227,000 | +5.8% | 12,687 | -0.5% | 0.55% | -3.0% |
| Q4 2020 | $1,160,000 | +11.9% | 12,747 | -2.1% | 0.57% | -2.6% |
| Q3 2020 | $1,037,000 | +8.6% | 13,026 | +0.3% | 0.58% | -2.7% |
| Q2 2020 | $955,000 | +19.1% | 12,993 | -2.1% | 0.60% | +24.1% |
| Q1 2020 | $802,000 | -36.1% | 13,269 | -18.7% | 0.48% | -20.5% |
| Q4 2019 | $1,255,000 | +8.2% | 16,323 | -0.0% | 0.61% | +1.3% |
| Q3 2019 | $1,160,000 | +0.2% | 16,328 | -0.5% | 0.60% | -4.9% |
| Q2 2019 | $1,158,000 | +6.7% | 16,414 | +2.9% | 0.63% | +10.7% |
| Q1 2019 | $1,085,000 | +6.1% | 15,944 | -6.6% | 0.57% | +1.6% |
| Q4 2018 | $1,023,000 | -12.8% | 17,072 | +2.4% | 0.56% | -5.7% |
| Q3 2018 | $1,173,000 | +3.6% | 16,671 | -2.8% | 0.59% | -6.2% |
| Q2 2018 | $1,132,000 | -0.8% | 17,154 | -4.1% | 0.63% | -2.5% |
| Q1 2018 | $1,141,000 | -1.3% | 17,880 | -0.2% | 0.65% | -6.5% |
| Q4 2017 | $1,156,000 | +38433.3% | 17,917 | +42559.5% | 0.69% | +34550.0% |
| Q3 2017 | $3,000 | +200.0% | 42 | +147.1% | 0.00% | +100.0% |
| Q2 2017 | $1,000 | 0.0% | 17 | +30.8% | 0.00% | 0.0% |
| Q1 2017 | $1,000 | – | 13 | +333.3% | 0.00% | – |
| Q4 2016 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2016 | $0 | -100.0% | 3 | -100.0% | 0.00% | -100.0% |
| Q2 2016 | $525,000 | -2.4% | 10,437 | -4.3% | 0.46% | -7.9% |
| Q1 2016 | $538,000 | -11.9% | 10,908 | -12.4% | 0.50% | +4.1% |
| Q4 2015 | $611,000 | -1.1% | 12,457 | -6.4% | 0.48% | -6.6% |
| Q3 2015 | $618,000 | -55.6% | 13,315 | -51.9% | 0.52% | -45.7% |
| Q2 2015 | $1,391,000 | +44.0% | 27,702 | +44.8% | 0.96% | +38.2% |
| Q1 2015 | $966,000 | -3.3% | 19,135 | -4.6% | 0.69% | -1.6% |
| Q4 2014 | $999,000 | +4.5% | 20,051 | -0.2% | 0.70% | -7.4% |
| Q3 2014 | $956,000 | -1.7% | 20,101 | -1.4% | 0.76% | -1.2% |
| Q2 2014 | $973,000 | +33.8% | 20,392 | +28.3% | 0.77% | +25.7% |
| Q1 2014 | $727,000 | +26.2% | 15,895 | +24.1% | 0.61% | +18.4% |
| Q4 2013 | $576,000 | – | 12,809 | – | 0.52% | – |
Download | ||||||
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% |