SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 652 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $352,955 | +3.0% | 5,614 | 0.0% | 0.03% | -3.3% |
| Q1 2024 | $342,737 | +10.0% | 5,614 | +0.3% | 0.03% | -3.2% |
| Q4 2023 | $311,580 | +12.1% | 5,596 | +0.4% | 0.03% | -3.1% |
| Q3 2023 | $277,844 | -3.2% | 5,573 | +0.4% | 0.03% | 0.0% |
| Q2 2023 | $287,068 | +8.4% | 5,553 | +0.4% | 0.03% | -5.9% |
| Q1 2023 | $264,721 | +7.2% | 5,532 | +0.4% | 0.03% | 0.0% |
| Q4 2022 | $246,963 | +7.4% | 5,511 | +0.5% | 0.03% | 0.0% |
| Q3 2022 | $230,000 | -4.6% | 5,486 | +0.4% | 0.03% | 0.0% |
| Q2 2022 | $241,000 | -17.2% | 5,463 | +0.4% | 0.03% | -5.6% |
| Q1 2022 | $291,000 | -5.2% | 5,441 | +100.6% | 0.04% | -2.7% |
| Q4 2021 | $307,000 | +9.3% | 2,713 | +0.4% | 0.04% | -2.6% |
| Q3 2021 | $281,000 | +14.2% | 2,703 | +14.8% | 0.04% | -19.1% |
| Q2 2021 | $246,000 | +8.8% | 2,355 | +0.3% | 0.05% | +2.2% |
| Q1 2021 | $226,000 | -39.4% | 2,348 | -62.0% | 0.05% | -65.9% |
| Q1 2020 | $373,000 | -61.3% | 6,179 | -50.8% | 0.14% | -50.5% |
| Q4 2019 | $963,000 | +10.6% | 12,555 | +2.2% | 0.27% | +1.5% |
| Q3 2019 | $871,000 | -26.0% | 12,281 | -26.5% | 0.27% | -20.4% |
| Q2 2019 | $1,177,000 | +3.5% | 16,713 | 0.0% | 0.34% | -0.3% |
| Q1 2019 | $1,137,000 | +83.7% | 16,713 | +61.7% | 0.34% | +70.4% |
| Q4 2018 | $619,000 | -16.6% | 10,337 | -1.9% | 0.20% | -7.0% |
| Q3 2018 | $742,000 | +115.1% | 10,537 | +100.8% | 0.21% | +94.5% |
| Q2 2018 | $345,000 | +28.3% | 5,248 | +21.6% | 0.11% | +20.9% |
| Q1 2018 | $269,000 | -3.6% | 4,315 | +2.0% | 0.09% | +4.6% |
| Q4 2017 | $279,000 | -8.5% | 4,231 | -14.5% | 0.09% | -24.3% |
| Q3 2017 | $305,000 | +22.5% | 4,951 | +16.6% | 0.12% | +5.5% |
| Q2 2017 | $249,000 | +1.6% | 4,247 | -1.5% | 0.11% | -6.8% |
| Q1 2017 | $245,000 | +3.8% | 4,310 | +0.3% | 0.12% | -15.2% |
| Q4 2016 | $236,000 | – | 4,295 | – | 0.14% | – |
Download | ||||||
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% |