SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 432 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $459,740 | +24.9% | 9,222 | +29.5% | 0.02% | +23.5% |
| Q2 2023 | $368,211 | +47.7% | 7,122 | +36.7% | 0.02% | +41.7% |
| Q1 2023 | $249,283 | +6.9% | 5,210 | +0.1% | 0.01% | -7.7% |
| Q4 2022 | $233,212 | -26.4% | 5,204 | -31.2% | 0.01% | -35.0% |
| Q3 2022 | $317,000 | +55.4% | 7,559 | +63.8% | 0.02% | +53.8% |
| Q2 2022 | $204,000 | -56.7% | 4,614 | -47.6% | 0.01% | -45.8% |
| Q1 2022 | $471,000 | +93.8% | 8,813 | +309.7% | 0.02% | +84.6% |
| Q4 2021 | $243,000 | +7.0% | 2,151 | -1.7% | 0.01% | 0.0% |
| Q3 2021 | $227,000 | -0.4% | 2,189 | +0.1% | 0.01% | -7.1% |
| Q2 2021 | $228,000 | +49.0% | 2,187 | +38.5% | 0.01% | +100.0% |
| Q1 2021 | $153,000 | -3.2% | 1,579 | -9.0% | 0.01% | -12.5% |
| Q4 2020 | $158,000 | +12.9% | 1,736 | -1.1% | 0.01% | -33.3% |
| Q3 2020 | $140,000 | +10.2% | 1,756 | +1.9% | 0.01% | 0.0% |
| Q2 2020 | $127,000 | +5.8% | 1,724 | -5.9% | 0.01% | -7.7% |
| Q1 2020 | $120,000 | -44.4% | 1,833 | -34.6% | 0.01% | -38.1% |
| Q4 2019 | $216,000 | -2.7% | 2,804 | -10.3% | 0.02% | -16.0% |
| Q3 2019 | $222,000 | +39.6% | 3,127 | +39.0% | 0.02% | +38.9% |
| Q2 2019 | $159,000 | +8.9% | 2,250 | +4.9% | 0.02% | 0.0% |
| Q1 2019 | $146,000 | +19.7% | 2,145 | +5.7% | 0.02% | +5.9% |
| Q4 2018 | $122,000 | -27.8% | 2,029 | -22.1% | 0.02% | -26.1% |
| Q3 2018 | $169,000 | +19.0% | 2,606 | +26.4% | 0.02% | +15.0% |
| Q2 2018 | $142,000 | +20.3% | 2,062 | +11.9% | 0.02% | +5.3% |
| Q1 2018 | $118,000 | +35.6% | 1,842 | +37.4% | 0.02% | +35.7% |
| Q4 2017 | $87,000 | +770.0% | 1,341 | +688.8% | 0.01% | +600.0% |
| Q3 2017 | $10,000 | – | 170 | – | 0.00% | – |
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% |