SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $329,000 | +8.6% | 2,910 | -0.2% | 0.20% | +14.0% |
| Q3 2021 | $303,000 | -4.4% | 2,916 | -4.0% | 0.18% | -5.8% |
| Q2 2021 | $317,000 | -62.5% | 3,036 | -74.7% | 0.19% | -73.8% |
| Q2 2019 | $845,000 | +197.5% | 11,985 | +186.8% | 0.72% | +198.4% |
| Q1 2019 | $284,000 | +2.2% | 4,179 | +5.7% | 0.24% | +5.7% |
| Q3 2018 | $278,000 | +5.7% | 3,952 | -0.7% | 0.23% | +1.3% |
| Q2 2018 | $263,000 | -69.1% | 3,981 | -70.2% | 0.23% | -68.6% |
| Q1 2018 | $852,000 | -3.6% | 13,358 | -2.5% | 0.72% | -6.9% |
| Q4 2017 | $884,000 | +4.7% | 13,694 | -1.2% | 0.78% | +2.4% |
| Q3 2017 | $844,000 | +2.4% | 13,861 | -1.7% | 0.76% | -0.7% |
| Q2 2017 | $824,000 | -7.9% | 14,100 | -10.1% | 0.76% | -7.8% |
| Q1 2017 | $895,000 | +290.8% | 15,689 | +258.4% | 0.83% | +315.0% |
| Q3 2016 | $229,000 | +3.6% | 4,377 | -0.5% | 0.20% | +4.7% |
| Q2 2016 | $221,000 | -50.4% | 4,397 | -51.6% | 0.19% | -53.3% |
| Q1 2016 | $446,000 | 0.0% | 9,091 | 0.0% | 0.41% | +1.2% |
| Q4 2015 | $446,000 | -41.3% | 9,091 | -44.5% | 0.40% | -40.8% |
| Q3 2015 | $760,000 | -62.7% | 16,394 | -59.6% | 0.68% | -61.4% |
| Q2 2015 | $2,039,000 | +59.4% | 40,594 | +60.3% | 1.77% | +63.3% |
| Q1 2015 | $1,279,000 | +6.0% | 25,330 | +4.5% | 1.08% | +5.7% |
| Q4 2014 | $1,207,000 | -45.9% | 24,235 | -48.4% | 1.02% | -46.0% |
| Q3 2014 | $2,231,000 | +5.9% | 46,928 | +6.3% | 1.90% | +11.2% |
| Q2 2014 | $2,106,000 | +10.0% | 44,126 | +5.4% | 1.71% | +5.5% |
| Q1 2014 | $1,914,000 | +21.6% | 41,883 | +19.8% | 1.62% | +10.9% |
| Q4 2013 | $1,574,000 | – | 34,970 | – | 1.46% | – |
Download | ||||||
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% |