SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 0.12 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $50,434 | +6.8% | 1,054 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $47,230 | +7.3% | 1,054 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $44,000 | -6.4% | 1,054 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $47,000 | -16.1% | 1,054 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $56,000 | -20.0% | 1,054 | +70.8% | 0.01% | -20.0% |
| Q4 2021 | $70,000 | +9.4% | 617 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $64,000 | +16.4% | 617 | +17.1% | 0.01% | +22.2% |
| Q2 2021 | $55,000 | +7.8% | 527 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $51,000 | +6.2% | 527 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $48,000 | +14.3% | 527 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $42,000 | +7.7% | 527 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $39,000 | +21.9% | 527 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $32,000 | -22.0% | 527 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $41,000 | +10.8% | 527 | 0.0% | 0.01% | +12.5% |
| Q3 2019 | $37,000 | 0.0% | 527 | 0.0% | 0.01% | -11.1% |
| Q2 2019 | $37,000 | +2.8% | 527 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $36,000 | +12.5% | 527 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $32,000 | -13.5% | 527 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $37,000 | +5.7% | 527 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $35,000 | +2.9% | 527 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $34,000 | 0.0% | 527 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $34,000 | +6.2% | 527 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $32,000 | +3.2% | 527 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $31,000 | -31.1% | 527 | -33.5% | 0.01% | -35.7% |
| Q1 2017 | $45,000 | +4.7% | 793 | 0.0% | 0.01% | -6.7% |
| Q4 2016 | $43,000 | +4.9% | 793 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $41,000 | +2.5% | 793 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $40,000 | +2.6% | 793 | 0.0% | 0.02% | -6.2% |
| Q1 2016 | $39,000 | 0.0% | 793 | 0.0% | 0.02% | +6.7% |
| Q4 2015 | $39,000 | +5.4% | 793 | 0.0% | 0.02% | -11.8% |
| Q3 2015 | $37,000 | -7.5% | 793 | 0.0% | 0.02% | +6.2% |
| Q2 2015 | $40,000 | 0.0% | 793 | 0.0% | 0.02% | -5.9% |
| Q1 2015 | $40,000 | 0.0% | 793 | 0.0% | 0.02% | -5.6% |
| Q4 2014 | $40,000 | – | 793 | – | 0.02% | – |
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% |