SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 432 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,722,525 | -3.6% | 34,554 | +0.0% | 0.14% | +1.5% |
| Q2 2023 | $1,786,138 | +8.5% | 34,548 | +0.5% | 0.13% | +3.1% |
| Q1 2023 | $1,645,482 | +6.8% | 34,388 | +0.0% | 0.13% | 0.0% |
| Q4 2022 | $1,540,672 | +6.8% | 34,382 | +0.0% | 0.13% | -2.3% |
| Q3 2022 | $1,443,000 | -4.3% | 34,375 | +0.7% | 0.13% | +3.9% |
| Q2 2022 | $1,508,000 | -17.2% | 34,127 | +0.0% | 0.13% | -3.0% |
| Q1 2022 | $1,822,000 | -8.2% | 34,122 | +94.3% | 0.13% | -8.3% |
| Q4 2021 | $1,985,000 | +8.9% | 17,562 | +0.1% | 0.14% | +0.7% |
| Q3 2021 | $1,822,000 | -0.9% | 17,541 | -0.5% | 0.14% | -1.4% |
| Q2 2021 | $1,838,000 | +7.9% | 17,623 | +0.0% | 0.14% | -4.0% |
| Q1 2021 | $1,704,000 | +6.3% | 17,621 | +0.0% | 0.15% | -0.7% |
| Q4 2020 | $1,603,000 | +14.7% | 17,619 | +0.4% | 0.15% | +2.7% |
| Q3 2020 | $1,397,000 | +8.1% | 17,544 | -0.2% | 0.15% | 0.0% |
| Q2 2020 | $1,292,000 | +19.9% | 17,585 | -1.4% | 0.15% | +5.0% |
| Q1 2020 | $1,078,000 | -22.7% | 17,839 | -1.7% | 0.14% | -28.1% |
| Q4 2019 | $1,395,000 | +5.7% | 18,146 | -2.4% | 0.20% | -3.0% |
| Q3 2019 | $1,320,000 | +0.8% | 18,587 | +0.1% | 0.20% | -4.7% |
| Q2 2019 | $1,310,000 | +3.7% | 18,570 | +0.0% | 0.21% | -1.9% |
| Q1 2019 | $1,263,000 | +13.6% | 18,565 | +0.0% | 0.22% | -3.1% |
| Q4 2018 | $1,112,000 | -14.9% | 18,560 | +0.0% | 0.22% | -31.2% |
| Q3 2018 | $1,306,000 | +6.5% | 18,551 | -0.2% | 0.32% | -12.0% |
| Q2 2018 | $1,226,000 | +3.4% | 18,585 | 0.0% | 0.37% | -5.9% |
| Q1 2018 | $1,186,000 | -1.1% | 18,585 | +0.0% | 0.39% | -12.5% |
| Q4 2017 | $1,199,000 | +5.5% | 18,582 | -0.5% | 0.45% | -11.5% |
| Q3 2017 | $1,137,000 | +5.4% | 18,670 | +1.1% | 0.50% | -3.3% |
| Q2 2017 | $1,079,000 | +1.1% | 18,458 | -1.3% | 0.52% | -3.5% |
| Q1 2017 | $1,067,000 | +6.5% | 18,701 | +1.1% | 0.54% | +18.4% |
| Q4 2016 | $1,002,000 | +3.6% | 18,489 | +0.0% | 0.46% | -10.9% |
| Q3 2016 | $967,000 | +4.1% | 18,485 | +0.0% | 0.51% | +2.2% |
| Q2 2016 | $929,000 | +1.1% | 18,478 | -0.9% | 0.50% | +37.9% |
| Q1 2016 | $919,000 | +0.5% | 18,654 | +0.1% | 0.36% | +12.0% |
| Q4 2015 | $914,000 | +6.2% | 18,629 | +0.3% | 0.32% | -14.9% |
| Q3 2015 | $861,000 | -7.3% | 18,568 | +0.4% | 0.38% | +5.5% |
| Q2 2015 | $929,000 | +58.8% | 18,485 | +59.6% | 0.36% | +60.9% |
| Q1 2015 | $585,000 | +4.5% | 11,582 | +3.0% | 0.22% | +29.3% |
| Q4 2014 | $560,000 | +11.1% | 11,249 | +6.1% | 0.17% | -43.3% |
| Q3 2014 | $504,000 | -0.4% | 10,607 | +0.0% | 0.31% | -12.8% |
| Q2 2014 | $506,000 | +72.7% | 10,604 | +65.7% | 0.35% | +96.6% |
| Q1 2014 | $293,000 | – | 6,400 | – | 0.18% | – |
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% |