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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $17,869,576 | +8.3% | 284,231 | +5.1% | 3.16% | +5.9% |
Q1 2024 | $16,503,438 | -14.5% | 270,327 | -22.0% | 2.98% | -19.1% |
Q4 2023 | $19,291,858 | +12.0% | 346,540 | +0.3% | 3.68% | +2.7% |
Q3 2023 | $17,219,665 | +0.5% | 345,430 | +4.3% | 3.59% | +2.0% |
Q2 2023 | $17,126,947 | +13.5% | 331,276 | +5.1% | 3.52% | +7.1% |
Q1 2023 | $15,086,367 | +10.0% | 315,285 | +3.0% | 3.28% | +3.5% |
Q4 2022 | $13,718,966 | +11.4% | 306,159 | +4.4% | 3.17% | +3.0% |
Q3 2022 | $12,316,000 | -3.1% | 293,303 | +2.0% | 3.08% | +2.1% |
Q2 2022 | $12,713,000 | -11.4% | 287,682 | +7.1% | 3.02% | -0.0% |
Q1 2022 | $14,347,000 | -7.2% | 268,727 | +96.3% | 3.02% | -2.6% |
Q4 2021 | $15,468,000 | +10.4% | 136,870 | +1.5% | 3.10% | +2.2% |
Q3 2021 | $14,011,000 | +1.8% | 134,903 | +2.2% | 3.03% | -5.7% |
Q2 2021 | $13,767,000 | +14.6% | 132,035 | +6.3% | 3.21% | -10.9% |
Q1 2021 | $12,010,000 | +8.7% | 124,181 | +2.2% | 3.61% | -21.0% |
Q4 2020 | $11,052,000 | +14.3% | 121,467 | +0.1% | 4.56% | -6.4% |
Q3 2020 | $9,668,000 | +8.3% | 121,393 | -0.1% | 4.88% | +1.5% |
Q2 2020 | $8,930,000 | +13.1% | 121,547 | -7.0% | 4.80% | +2.2% |
Q1 2020 | $7,897,000 | -25.4% | 130,680 | -5.1% | 4.70% | -28.7% |
Q4 2019 | $10,584,000 | – | 137,665 | – | 6.60% | – |
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% |