SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 463 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.60 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,421,100 | -2.3% | 108,748 | +1.3% | 1.52% | +3.7% |
| Q2 2023 | $5,549,858 | +5.0% | 107,347 | -2.8% | 1.47% | +0.2% |
| Q1 2023 | $5,285,080 | +12.4% | 110,451 | +5.3% | 1.46% | +6.5% |
| Q4 2022 | $4,701,226 | -3.3% | 104,915 | -9.4% | 1.38% | -11.5% |
| Q3 2022 | $4,862,000 | -26.9% | 115,782 | -23.0% | 1.55% | -20.7% |
| Q2 2022 | $6,648,000 | -14.7% | 150,451 | +3.1% | 1.96% | -4.1% |
| Q1 2022 | $7,790,000 | -1.2% | 145,898 | +109.2% | 2.04% | +0.1% |
| Q4 2021 | $7,881,000 | +4.3% | 69,736 | +1.1% | 2.04% | +2.7% |
| Q3 2021 | $7,555,000 | +4.0% | 68,990 | -0.9% | 1.99% | +0.5% |
| Q2 2021 | $7,262,000 | +5.2% | 69,650 | -2.4% | 1.98% | -0.8% |
| Q1 2021 | $6,901,000 | +9.7% | 71,355 | +4.6% | 1.99% | +6.3% |
| Q4 2020 | $6,288,000 | +3.5% | 68,225 | -10.6% | 1.87% | -13.9% |
| Q3 2020 | $6,076,000 | +10.8% | 76,298 | +2.2% | 2.18% | +6.1% |
| Q2 2020 | $5,483,000 | +19.8% | 74,625 | -1.5% | 2.05% | +5.3% |
| Q1 2020 | $4,577,000 | -18.3% | 75,742 | +3.9% | 1.95% | +2.7% |
| Q4 2019 | $5,605,000 | -28.1% | 72,904 | -34.0% | 1.90% | -31.4% |
| Q3 2019 | $7,792,000 | +1.3% | 110,412 | +1.7% | 2.77% | +1.8% |
| Q2 2019 | $7,694,000 | +3.1% | 108,575 | -0.1% | 2.72% | +0.1% |
| Q1 2019 | $7,465,000 | +14.4% | 108,661 | +0.2% | 2.72% | +4.1% |
| Q4 2018 | $6,523,000 | +0.9% | 108,399 | +20.6% | 2.61% | +11.3% |
| Q3 2018 | $6,463,000 | +5.8% | 89,848 | +0.0% | 2.34% | +2.1% |
| Q2 2018 | $6,111,000 | +62.9% | 89,831 | +52.8% | 2.29% | +57.1% |
| Q1 2018 | $3,751,000 | +11.6% | 58,802 | +12.9% | 1.46% | +9.4% |
| Q4 2017 | $3,361,000 | +4.6% | 52,097 | -1.2% | 1.33% | -0.4% |
| Q3 2017 | $3,212,000 | +10.9% | 52,734 | +6.5% | 1.34% | +4.9% |
| Q2 2017 | $2,896,000 | +1.3% | 49,537 | -1.1% | 1.28% | -6.2% |
| Q1 2017 | $2,859,000 | +17.9% | 50,105 | +11.9% | 1.36% | +19.2% |
| Q4 2016 | $2,425,000 | +47.3% | 44,761 | +42.3% | 1.14% | +46.2% |
| Q3 2016 | $1,646,000 | +22.7% | 31,465 | +18.0% | 0.78% | +17.2% |
| Q2 2016 | $1,342,000 | +5.0% | 26,674 | +2.8% | 0.67% | +2.9% |
| Q1 2016 | $1,278,000 | +1.8% | 25,937 | +1.4% | 0.65% | -2.7% |
| Q4 2015 | $1,255,000 | +54.4% | 25,586 | +46.1% | 0.67% | +51.0% |
| Q3 2015 | $813,000 | +131.0% | 17,518 | +149.9% | 0.44% | +143.6% |
| Q2 2015 | $352,000 | +15.8% | 7,011 | +16.3% | 0.18% | +16.8% |
| Q1 2015 | $304,000 | – | 6,029 | – | 0.16% | – |
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% |