SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $494,327 | -4.2% | 9,916 | -0.7% | 0.13% | +0.8% |
Q2 2023 | $516,101 | +8.3% | 9,983 | +0.2% | 0.13% | -2.9% |
Q1 2023 | $476,582 | -8.6% | 9,960 | -14.4% | 0.14% | -18.1% |
Q4 2022 | $521,200 | -0.9% | 11,631 | -7.2% | 0.17% | -3.5% |
Q3 2022 | $526,000 | +1.0% | 12,528 | +6.2% | 0.17% | +6.2% |
Q2 2022 | $521,000 | -18.3% | 11,798 | -1.2% | 0.16% | -4.1% |
Q1 2022 | $638,000 | -39.3% | 11,943 | +28.4% | 0.17% | -40.3% |
Q4 2021 | $1,051,000 | +3.5% | 9,304 | -4.8% | 0.28% | -5.4% |
Q3 2021 | $1,015,000 | -0.1% | 9,769 | +0.3% | 0.30% | +1.4% |
Q2 2021 | $1,016,000 | +9.1% | 9,742 | +1.2% | 0.30% | +0.7% |
Q1 2021 | $931,000 | +7.3% | 9,626 | +0.9% | 0.29% | -4.2% |
Q4 2020 | $868,000 | +8.1% | 9,544 | -5.3% | 0.31% | -7.0% |
Q3 2020 | $803,000 | +3.5% | 10,082 | -4.6% | 0.33% | -0.3% |
Q2 2020 | $776,000 | +18.5% | 10,567 | -2.5% | 0.33% | -9.6% |
Q1 2020 | $655,000 | -34.8% | 10,837 | -17.1% | 0.36% | -24.4% |
Q4 2019 | $1,005,000 | +2.1% | 13,073 | -5.6% | 0.48% | -5.3% |
Q3 2019 | $984,000 | +6.0% | 13,851 | +5.3% | 0.51% | +3.2% |
Q2 2019 | $928,000 | +5.6% | 13,153 | +1.8% | 0.49% | -1.2% |
Q1 2019 | $879,000 | -74.5% | 12,922 | -77.5% | 0.50% | -77.6% |
Q4 2018 | $3,446,000 | +406.8% | 57,499 | +495.0% | 2.23% | +470.6% |
Q3 2018 | $680,000 | +5.4% | 9,664 | -1.1% | 0.39% | -1.8% |
Q2 2018 | $645,000 | -5.0% | 9,775 | -8.2% | 0.40% | -7.2% |
Q1 2018 | $679,000 | +42.6% | 10,652 | +44.4% | 0.43% | +44.9% |
Q4 2017 | $476,000 | +22.7% | 7,379 | +15.8% | 0.30% | +12.5% |
Q3 2017 | $388,000 | +6.0% | 6,373 | +1.7% | 0.26% | -1.1% |
Q2 2017 | $366,000 | +13.0% | 6,264 | +10.4% | 0.27% | +6.8% |
Q1 2017 | $324,000 | – | 5,676 | – | 0.25% | – |
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% |