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 | $1,898,587 | -7.0% | 38,086 | -3.5% | 0.60% | -1.0% |
| Q2 2023 | $2,040,651 | +7.1% | 39,471 | -0.9% | 0.60% | +1.5% |
| Q1 2023 | $1,906,105 | -7.0% | 39,835 | -12.9% | 0.59% | -9.2% |
| Q4 2022 | $2,050,058 | +20.7% | 45,750 | +13.1% | 0.65% | +7.9% |
| Q3 2022 | $1,699,083 | -38.8% | 40,464 | -35.6% | 0.60% | -36.1% |
| Q2 2022 | $2,775,751 | +51.7% | 62,814 | +83.2% | 0.94% | +65.5% |
| Q1 2022 | $1,830,156 | -11.7% | 34,279 | +86.9% | 0.57% | -11.7% |
| Q4 2021 | $2,072,829 | +7.6% | 18,342 | -1.1% | 0.65% | -4.3% |
| Q3 2021 | $1,926,499 | -1.2% | 18,549 | -0.8% | 0.68% | -5.7% |
| Q2 2021 | $1,949,223 | +6.6% | 18,694 | -1.1% | 0.72% | -2.4% |
| Q1 2021 | $1,828,206 | +3.0% | 18,904 | -3.1% | 0.74% | -7.0% |
| Q4 2020 | $1,774,487 | +14.3% | 19,502 | 0.0% | 0.79% | -0.5% |
| Q3 2020 | $1,553,139 | +7.1% | 19,502 | -1.2% | 0.79% | +1.3% |
| Q2 2020 | $1,449,710 | +19.4% | 19,732 | -1.8% | 0.78% | +1.7% |
| Q1 2020 | $1,214,583 | -2.8% | 20,099 | +23.7% | 0.77% | +13.4% |
| Q4 2019 | $1,249,454 | +9.4% | 16,252 | +1.0% | 0.68% | -0.4% |
| Q3 2019 | $1,142,499 | +0.7% | 16,087 | 0.0% | 0.68% | -3.5% |
| Q2 2019 | $1,134,616 | -1.7% | 16,087 | -5.2% | 0.71% | -12.5% |
| Q1 2019 | $1,154,604 | +1.7% | 16,967 | -10.4% | 0.81% | -7.5% |
| Q4 2018 | $1,134,894 | +75.2% | 18,937 | +105.8% | 0.88% | +87.8% |
| Q3 2018 | $647,588 | +131.6% | 9,200 | +117.1% | 0.47% | +123.0% |
| Q2 2018 | $279,600 | +3.6% | 4,237 | +0.2% | 0.21% | +4.0% |
| Q1 2018 | $269,832 | -6.6% | 4,230 | -5.6% | 0.20% | -6.1% |
| Q4 2017 | $289,050 | +5.9% | 4,480 | 0.0% | 0.21% | +3.9% |
| Q3 2017 | $272,877 | -0.1% | 4,480 | -4.1% | 0.21% | -5.1% |
| Q2 2017 | $273,067 | -1.8% | 4,671 | -4.1% | 0.22% | -2.3% |
| Q1 2017 | $277,939 | -7.9% | 4,871 | -12.6% | 0.22% | -21.3% |
| Q4 2016 | $301,837 | – | 5,571 | – | 0.28% | – |
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% |