SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 677 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q1 2022 | $5,000 | 0.0% | 86 | +100.0% | 0.00% | 0.0% |
Q4 2021 | $5,000 | +25.0% | 43 | 0.0% | 0.00% | – |
Q3 2021 | $4,000 | -99.3% | 43 | -99.3% | 0.00% | -100.0% |
Q4 2020 | $587,000 | +14.2% | 6,450 | 0.0% | 0.09% | -3.3% |
Q3 2020 | $514,000 | +8.4% | 6,450 | 0.0% | 0.09% | +4.5% |
Q2 2020 | $474,000 | +21.5% | 6,450 | 0.0% | 0.09% | +7.3% |
Q1 2020 | $390,000 | -21.4% | 6,450 | 0.0% | 0.08% | +1.2% |
Q4 2019 | $496,000 | +8.3% | 6,450 | 0.0% | 0.08% | +2.5% |
Q3 2019 | $458,000 | +0.7% | 6,450 | 0.0% | 0.08% | -2.5% |
Q2 2019 | $455,000 | +3.6% | 6,450 | 0.0% | 0.08% | -1.2% |
Q1 2019 | $439,000 | -29.8% | 6,450 | -38.2% | 0.08% | -43.8% |
Q4 2018 | $625,000 | – | 10,434 | – | 0.15% | – |
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% |