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 | $2,315,832 | -3.6% | 46,456 | 0.0% | 0.60% | -2.6% |
| Q2 2023 | $2,401,775 | +8.0% | 46,456 | 0.0% | 0.62% | +2.3% |
| Q1 2023 | $2,222,920 | +6.8% | 46,456 | 0.0% | 0.60% | +9.7% |
| Q4 2022 | $2,081,693 | +6.7% | 46,456 | 0.0% | 0.55% | -1.3% |
| Q3 2022 | $1,950,687 | -5.0% | 46,456 | 0.0% | 0.56% | -2.8% |
| Q2 2022 | $2,052,891 | -17.2% | 46,456 | 0.0% | 0.57% | -6.5% |
| Q1 2022 | $2,480,286 | -5.5% | 46,456 | +100.0% | 0.61% | -9.1% |
| Q4 2021 | $2,624,996 | +8.8% | 23,228 | 0.0% | 0.67% | -2.3% |
| Q3 2021 | $2,412,460 | -0.4% | 23,228 | 0.0% | 0.69% | -1.9% |
| Q2 2021 | $2,421,984 | +7.8% | 23,228 | 0.0% | 0.70% | -3.7% |
| Q1 2021 | $2,246,380 | +6.3% | 23,228 | 0.0% | 0.73% | -2.4% |
| Q4 2020 | $2,113,516 | +14.3% | 23,228 | 0.0% | 0.75% | -0.4% |
| Q3 2020 | $1,849,878 | +7.5% | 23,228 | -0.9% | 0.75% | -5.7% |
| Q2 2020 | $1,721,000 | +20.4% | 23,428 | -0.9% | 0.80% | +4.6% |
| Q1 2020 | $1,429,000 | -21.4% | 23,640 | 0.0% | 0.76% | -3.6% |
| Q4 2019 | $1,817,000 | +8.2% | 23,640 | 0.0% | 0.79% | -0.3% |
| Q3 2019 | $1,679,000 | +0.7% | 23,640 | 0.0% | 0.79% | +10.5% |
| Q2 2019 | $1,667,000 | +3.6% | 23,640 | 0.0% | 0.72% | -15.9% |
| Q1 2019 | $1,609,000 | +14.0% | 23,640 | +0.4% | 0.85% | -2.3% |
| Q4 2018 | $1,411,000 | – | 23,540 | – | 0.87% | – |
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% |