SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 242 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.08 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,033,101 | -2.4% | 32,338 | -5.2% | 0.03% | -3.0% |
Q1 2024 | $2,082,332 | +9.4% | 34,109 | -0.3% | 0.03% | +3.1% |
Q4 2023 | $1,903,682 | +11.8% | 34,196 | +0.1% | 0.03% | 0.0% |
Q3 2023 | $1,703,311 | -2.7% | 34,169 | +1.0% | 0.03% | +6.7% |
Q2 2023 | $1,749,876 | +16.6% | 33,847 | +7.9% | 0.03% | -3.2% |
Q1 2023 | $1,501,327 | -1.6% | 31,376 | -7.9% | 0.03% | -6.1% |
Q4 2022 | $1,525,767 | +13.3% | 34,050 | +6.2% | 0.03% | +6.5% |
Q3 2022 | $1,347,000 | +28.3% | 32,071 | +34.9% | 0.03% | +34.8% |
Q2 2022 | $1,050,000 | -6.5% | 23,771 | +13.0% | 0.02% | +15.0% |
Q1 2022 | $1,123,000 | -7.7% | 21,038 | +95.3% | 0.02% | -4.8% |
Q4 2021 | $1,217,000 | +3.7% | 10,772 | -4.7% | 0.02% | -4.5% |
Q3 2021 | $1,174,000 | -16.5% | 11,300 | -16.2% | 0.02% | -12.0% |
Q2 2021 | $1,406,000 | +8.3% | 13,483 | +0.5% | 0.02% | 0.0% |
Q1 2021 | $1,298,000 | -4.4% | 13,417 | -10.1% | 0.02% | -10.7% |
Q4 2020 | $1,358,000 | +16.7% | 14,925 | +2.1% | 0.03% | 0.0% |
Q3 2020 | $1,164,000 | +16.2% | 14,622 | +7.2% | 0.03% | +12.0% |
Q2 2020 | $1,002,000 | +17.6% | 13,635 | -3.3% | 0.02% | -3.8% |
Q1 2020 | $852,000 | -24.4% | 14,100 | -3.8% | 0.03% | +4.0% |
Q4 2019 | $1,127,000 | +1.3% | 14,655 | -6.5% | 0.02% | -3.8% |
Q3 2019 | $1,113,000 | +3.8% | 15,669 | +3.1% | 0.03% | +4.0% |
Q2 2019 | $1,072,000 | -0.5% | 15,197 | -3.9% | 0.02% | +4.2% |
Q1 2019 | $1,077,000 | +17.6% | 15,821 | +3.5% | 0.02% | 0.0% |
Q4 2018 | $916,000 | -4.9% | 15,282 | +11.7% | 0.02% | +20.0% |
Q3 2018 | $963,000 | +27.5% | 13,683 | +19.6% | 0.02% | +25.0% |
Q2 2018 | $755,000 | +3.7% | 11,441 | +0.2% | 0.02% | +14.3% |
Q1 2018 | $728,000 | +3.1% | 11,420 | +4.3% | 0.01% | 0.0% |
Q4 2017 | $706,000 | +4.9% | 10,950 | -0.9% | 0.01% | +16.7% |
Q3 2017 | $673,000 | +1.5% | 11,048 | -2.6% | 0.01% | -7.7% |
Q2 2017 | $663,000 | +1.4% | 11,348 | -0.9% | 0.01% | +8.3% |
Q1 2017 | $654,000 | +3.5% | 11,456 | -1.7% | 0.01% | -7.7% |
Q4 2016 | $632,000 | +2.4% | 11,658 | -1.2% | 0.01% | +8.3% |
Q3 2016 | $617,000 | +11.8% | 11,796 | +7.4% | 0.01% | 0.0% |
Q2 2016 | $552,000 | -7.7% | 10,979 | -9.6% | 0.01% | -7.7% |
Q1 2016 | $598,000 | +47.3% | 12,142 | +46.6% | 0.01% | +44.4% |
Q4 2015 | $406,000 | +7.4% | 8,283 | +1.5% | 0.01% | +12.5% |
Q3 2015 | $378,000 | -12.3% | 8,158 | -5.0% | 0.01% | 0.0% |
Q2 2015 | $431,000 | +13.4% | 8,583 | +14.1% | 0.01% | +14.3% |
Q1 2015 | $380,000 | +3.5% | 7,523 | +2.2% | 0.01% | 0.0% |
Q4 2014 | $367,000 | +7.6% | 7,358 | +2.6% | 0.01% | 0.0% |
Q3 2014 | $341,000 | +50.2% | 7,173 | +50.9% | 0.01% | +75.0% |
Q2 2014 | $227,000 | +7.1% | 4,753 | +2.4% | 0.00% | 0.0% |
Q1 2014 | $212,000 | – | 4,643 | – | 0.00% | – |
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% |