SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 677 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $772,406 | -4.6% | 18,395 | +0.4% | 0.03% | 0.0% |
| Q2 2022 | $809,296 | -80.5% | 18,314 | -76.3% | 0.03% | -76.8% |
| Q1 2022 | $4,158,908 | +300.8% | 77,189 | +740.6% | 0.14% | +305.7% |
| Q4 2021 | $1,037,771 | -86.5% | 9,183 | -87.6% | 0.04% | -87.8% |
| Q3 2021 | $7,665,491 | +888.1% | 73,806 | +892.0% | 0.29% | +856.7% |
| Q2 2021 | $775,769 | +10.7% | 7,440 | +2.7% | 0.03% | -3.2% |
| Q1 2021 | $700,471 | +3480.6% | 7,243 | +3268.8% | 0.03% | +3000.0% |
| Q4 2020 | $19,563 | -96.1% | 215 | -96.6% | 0.00% | -96.6% |
| Q3 2020 | $502,688 | +16.4% | 6,312 | +7.4% | 0.03% | +3.6% |
| Q2 2020 | $431,710 | +32.2% | 5,876 | +8.8% | 0.03% | +3.7% |
| Q1 2020 | $326,503 | -94.4% | 5,403 | -92.9% | 0.03% | -93.5% |
| Q4 2019 | $5,881,781 | +1548.8% | 76,506 | +1423.1% | 0.42% | +1341.4% |
| Q3 2019 | $356,733 | +9.1% | 5,023 | +8.3% | 0.03% | +3.6% |
| Q2 2019 | $327,048 | +8.7% | 4,637 | +4.9% | 0.03% | 0.0% |
| Q1 2019 | $300,917 | +2235.4% | 4,422 | +1956.7% | 0.03% | +1300.0% |
| Q4 2018 | $12,885 | -99.6% | 215 | -99.6% | 0.00% | -99.5% |
| Q3 2018 | $3,507,111 | +8.6% | 49,824 | +1.8% | 0.40% | -8.4% |
| Q2 2018 | $3,230,276 | +40.6% | 48,951 | +35.9% | 0.44% | +28.7% |
| Q1 2018 | $2,297,269 | +12.0% | 36,013 | +13.2% | 0.34% | +5.6% |
| Q4 2017 | $2,051,930 | – | 31,803 | – | 0.32% | – |
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% |