SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 463 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.60 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $295,308 | +0.2% | 5,873 | +3.0% | 0.15% | +4.8% |
| Q2 2023 | $294,743 | +7.9% | 5,701 | -0.2% | 0.15% | +3.5% |
| Q1 2023 | $273,260 | +10.7% | 5,711 | +3.7% | 0.14% | +4.4% |
| Q4 2022 | $246,754 | -5.5% | 5,507 | -11.5% | 0.14% | -29.5% |
| Q3 2022 | $261,000 | -4.4% | 6,226 | +0.8% | 0.19% | +8.4% |
| Q2 2022 | $273,000 | -15.5% | 6,175 | +2.0% | 0.18% | +4.7% |
| Q1 2022 | $323,000 | -4.7% | 6,053 | +101.8% | 0.17% | -5.6% |
| Q4 2021 | $339,000 | +2.4% | 3,000 | -5.7% | 0.18% | -9.5% |
| Q3 2021 | $331,000 | -12.0% | 3,183 | -11.7% | 0.20% | -18.4% |
| Q2 2021 | $376,000 | -17.9% | 3,603 | -23.9% | 0.24% | -24.7% |
| Q1 2021 | $458,000 | -19.1% | 4,736 | -23.8% | 0.32% | -21.2% |
| Q4 2020 | $566,000 | +6.6% | 6,218 | -6.8% | 0.41% | -2.1% |
| Q3 2020 | $531,000 | +7.3% | 6,672 | -1.1% | 0.42% | +0.2% |
| Q2 2020 | $495,000 | +21.6% | 6,744 | +0.1% | 0.42% | -2.8% |
| Q1 2020 | $407,000 | -13.8% | 6,737 | +9.7% | 0.43% | +5.6% |
| Q4 2019 | $472,000 | +3.1% | 6,143 | -4.8% | 0.41% | -5.8% |
| Q3 2019 | $458,000 | +5.5% | 6,452 | +6.3% | 0.43% | +8.8% |
| Q2 2019 | $434,000 | +12.1% | 6,069 | +6.7% | 0.40% | +18.5% |
| Q1 2019 | $387,000 | +29.4% | 5,687 | +13.8% | 0.34% | +19.6% |
| Q4 2018 | $299,000 | +9.1% | 4,997 | +28.3% | 0.28% | +30.7% |
| Q3 2018 | $274,000 | +12.8% | 3,896 | +5.9% | 0.22% | +9.1% |
| Q2 2018 | $243,000 | +11.0% | 3,679 | +7.2% | 0.20% | +7.7% |
| Q1 2018 | $219,000 | – | 3,432 | – | 0.18% | – |
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% |