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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,753,817 | +3.6% | 43,802 | +0.6% | 0.09% | -13.1% |
Q1 2024 | $2,658,041 | +12.8% | 43,539 | +2.3% | 0.10% | 0.0% |
Q4 2023 | $2,356,953 | +19.1% | 42,560 | +6.2% | 0.10% | -1.0% |
Q3 2023 | $1,978,633 | +160.1% | 40,061 | +172.2% | 0.10% | +170.3% |
Q2 2023 | $760,787 | -24.3% | 14,715 | -30.6% | 0.04% | -30.2% |
Q1 2023 | $1,005,626 | +23.9% | 21,198 | +17.1% | 0.05% | -5.4% |
Q4 2022 | $811,515 | -2.6% | 18,110 | -1.3% | 0.06% | -11.1% |
Q3 2022 | $833,000 | +3.2% | 18,352 | +0.5% | 0.06% | -3.1% |
Q2 2022 | $807,000 | -0.1% | 18,268 | +4.3% | 0.06% | +1.6% |
Q1 2022 | $808,000 | +4.0% | 17,507 | +134.0% | 0.06% | -16.9% |
Q3 2021 | $777,000 | +4.3% | 7,481 | +4.7% | 0.08% | +1.3% |
Q2 2021 | $745,000 | +1.8% | 7,145 | -5.6% | 0.08% | -11.6% |
Q1 2021 | $732,000 | +15.8% | 7,569 | +9.0% | 0.09% | +8.9% |
Q4 2020 | $632,000 | +16.4% | 6,946 | +1.9% | 0.08% | 0.0% |
Q3 2020 | $543,000 | +16.0% | 6,814 | +7.0% | 0.08% | +5.3% |
Q2 2020 | $468,000 | +29.3% | 6,369 | +6.4% | 0.08% | +10.3% |
Q1 2020 | $362,000 | +16.4% | 5,985 | +47.9% | 0.07% | +41.7% |
Q4 2019 | $311,000 | +9.5% | 4,046 | +1.3% | 0.05% | +2.1% |
Q3 2019 | $284,000 | +3.3% | 3,995 | +2.4% | 0.05% | -11.3% |
Q2 2019 | $275,000 | +5.4% | 3,902 | +1.6% | 0.05% | -15.9% |
Q1 2019 | $261,000 | +19.7% | 3,839 | +5.4% | 0.06% | +12.5% |
Q4 2018 | $218,000 | -13.1% | 3,642 | +2.3% | 0.06% | -1.8% |
Q3 2018 | $251,000 | +28.7% | 3,560 | +20.7% | 0.06% | +16.3% |
Q2 2018 | $195,000 | +3.7% | 2,950 | +0.3% | 0.05% | -5.8% |
Q1 2018 | $188,000 | +43.5% | 2,941 | +44.8% | 0.05% | +44.4% |
Q4 2017 | $131,000 | +89.9% | 2,031 | +78.5% | 0.04% | +24.1% |
Q3 2017 | $69,000 | +228.6% | 1,138 | +213.5% | 0.03% | +190.0% |
Q2 2017 | $21,000 | +200.0% | 363 | +183.6% | 0.01% | +150.0% |
Q1 2017 | $7,000 | 0.0% | 128 | 0.0% | 0.00% | -20.0% |
Q4 2016 | $7,000 | – | 128 | – | 0.01% | – |
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% |