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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $6,194,458 | +16.8% | 111,271 | +4.6% | 0.90% | +8.1% |
Q3 2023 | $5,305,201 | -2.8% | 106,423 | +0.8% | 0.84% | -4.3% |
Q2 2023 | $5,458,746 | +18.9% | 105,585 | +10.0% | 0.88% | -28.0% |
Q1 2023 | $4,592,202 | +2361.0% | 95,971 | +2204.8% | 1.22% | +1588.9% |
Q4 2022 | $186,598 | +7.2% | 4,164 | +0.4% | 0.07% | -8.9% |
Q3 2022 | $174,000 | -4.4% | 4,146 | +0.4% | 0.08% | -6.0% |
Q2 2022 | $182,000 | -17.3% | 4,128 | +0.4% | 0.08% | -1.2% |
Q1 2022 | $220,000 | -6.0% | 4,112 | +98.4% | 0.08% | -16.7% |
Q4 2021 | $234,000 | -15.2% | 2,073 | -21.9% | 0.10% | -27.1% |
Q3 2021 | $276,000 | +28.4% | 2,654 | +29.0% | 0.14% | +21.7% |
Q2 2021 | $215,000 | +8.6% | 2,058 | +0.3% | 0.12% | -12.9% |
Q1 2021 | $198,000 | +6.5% | 2,052 | +0.3% | 0.13% | -5.0% |
Q4 2020 | $186,000 | +14.8% | 2,046 | +0.4% | 0.14% | -5.4% |
Q3 2020 | $162,000 | +8.7% | 2,038 | +0.6% | 0.15% | -1.3% |
Q2 2020 | $149,000 | +0.7% | 2,025 | -17.4% | 0.15% | +28.4% |
Q1 2020 | $148,000 | -72.7% | 2,453 | -65.3% | 0.12% | -64.7% |
Q4 2019 | $543,000 | – | 7,063 | – | 0.33% | – |
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% |