SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 770 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $552,861 | -3.1% | 11,090 | +0.5% | 0.04% | 0.0% |
Q2 2023 | $570,320 | +8.4% | 11,031 | +0.4% | 0.04% | 0.0% |
Q1 2023 | $525,915 | +82.0% | 10,991 | +70.4% | 0.04% | +72.7% |
Q4 2022 | $288,978 | +7.0% | 6,449 | +0.5% | 0.02% | -4.3% |
Q3 2022 | $270,000 | -20.4% | 6,420 | -16.3% | 0.02% | -17.9% |
Q2 2022 | $339,000 | -14.0% | 7,667 | +0.4% | 0.03% | -3.4% |
Q1 2022 | $394,000 | +9.7% | 7,637 | +140.5% | 0.03% | +16.0% |
Q4 2021 | $359,000 | -7.0% | 3,175 | -14.6% | 0.02% | -13.8% |
Q3 2021 | $386,000 | 0.0% | 3,716 | +0.3% | 0.03% | -3.3% |
Q2 2021 | $386,000 | +8.1% | 3,704 | +0.3% | 0.03% | -3.2% |
Q1 2021 | $357,000 | +6.6% | 3,693 | +0.3% | 0.03% | -6.1% |
Q4 2020 | $335,000 | +9.8% | 3,682 | -3.9% | 0.03% | -17.5% |
Q3 2020 | $305,000 | +8.9% | 3,833 | +0.6% | 0.04% | 0.0% |
Q2 2020 | $280,000 | -8.8% | 3,810 | -25.0% | 0.04% | -24.5% |
Q1 2020 | $307,000 | -21.3% | 5,078 | +0.2% | 0.05% | +3.9% |
Q4 2019 | $390,000 | +457.1% | 5,070 | +295.2% | 0.05% | +264.3% |
Q4 2016 | $70,000 | +4.5% | 1,283 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $67,000 | +3.1% | 1,283 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $65,000 | +3.2% | 1,283 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $63,000 | 0.0% | 1,283 | 0.0% | 0.01% | -6.7% |
Q4 2015 | $63,000 | +5.0% | 1,283 | 0.0% | 0.02% | -6.2% |
Q3 2015 | $60,000 | -68.9% | 1,283 | -69.7% | 0.02% | -75.4% |
Q1 2014 | $193,000 | +2.1% | 4,229 | +0.5% | 0.06% | -5.8% |
Q4 2013 | $189,000 | +9.9% | 4,209 | +0.5% | 0.07% | -1.4% |
Q3 2013 | $172,000 | +6.2% | 4,190 | +0.9% | 0.07% | -7.9% |
Q2 2013 | $162,000 | +2.5% | 4,152 | 0.0% | 0.08% | -5.0% |
Q1 2013 | $158,000 | +12.1% | 4,152 | +1.1% | 0.08% | -13.0% |
Q4 2012 | $141,000 | – | 4,105 | – | 0.09% | – |
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% |