SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 682 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 2024 | $500,445 | +3.0% | 7,960 | 0.0% | 0.09% | +2.3% |
Q1 2024 | $485,958 | +6.6% | 7,960 | -0.0% | 0.09% | -12.9% |
Q4 2023 | $455,963 | -3.7% | 7,963 | -14.3% | 0.10% | -12.2% |
Q3 2023 | $473,335 | -2.1% | 9,292 | -0.0% | 0.12% | +2.7% |
Q2 2023 | $483,712 | -16.1% | 9,295 | -22.7% | 0.11% | -14.5% |
Q1 2023 | $576,648 | -54.2% | 12,026 | -57.2% | 0.13% | -52.2% |
Q4 2022 | $1,258,736 | -1.7% | 28,091 | -7.9% | 0.27% | -9.9% |
Q3 2022 | $1,281,000 | -24.9% | 30,516 | -21.0% | 0.30% | -20.6% |
Q2 2022 | $1,706,000 | -17.6% | 38,604 | -0.4% | 0.38% | -4.5% |
Q1 2022 | $2,070,000 | -3.6% | 38,770 | +103.9% | 0.40% | -1.7% |
Q4 2021 | $2,148,000 | +7.2% | 19,012 | -1.5% | 0.41% | +4.9% |
Q3 2021 | $2,004,000 | +0.6% | 19,295 | +1.0% | 0.39% | -1.5% |
Q2 2021 | $1,993,000 | +8.8% | 19,112 | +1.0% | 0.40% | -3.4% |
Q1 2021 | $1,831,000 | +7.6% | 18,930 | -11.4% | 0.41% | -0.7% |
Q3 2020 | $1,702,000 | -24.1% | 21,370 | -30.0% | 0.41% | -29.2% |
Q2 2020 | $2,242,000 | -8.4% | 30,519 | -24.7% | 0.58% | -15.5% |
Q1 2020 | $2,448,000 | -28.6% | 40,511 | -9.2% | 0.69% | -14.6% |
Q4 2019 | $3,430,000 | +4.5% | 44,614 | -3.4% | 0.81% | +11.2% |
Q3 2019 | $3,281,000 | – | 46,200 | – | 0.73% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evergreen Advisors, LLC | 2,185,199 | $108,932,164 | 39.30% |
HT Partners LLC | 2,221,348 | $110,734,202 | 33.09% |
Socha Financial Group, LLC | 995,743 | $49,637,787 | 26.40% |
Morton Brown Family Wealth, LLC | 1,007,164 | $50,207,111 | 25.67% |
Strid Group, LLC | 2,452,051 | $122,234,750 | 25.55% |
Members Advisory Group LLC | 747,794 | $37,277,554 | 24.08% |
MYECFO, LLC | 690,115 | $34,466,005 | 23.90% |
FREEDOM WEALTH ALLIANCE, LLC | 270,045 | $13,461,742 | 22.15% |
Hanson & Doremus Investment Management | 1,898,228 | $94,627 | 19.52% |
HENGEHOLD CAPITAL MANAGEMENT LLC | 2,985,574 | $148,830,844 | 19.42% |