SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 479 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,296 | -3.2% | 66 | 0.0% | 0.00% | – |
| Q2 2023 | $3,405 | -89.8% | 66 | -90.6% | 0.00% | -100.0% |
| Q1 2023 | $33,427 | +1124.4% | 699 | +1045.9% | 0.00% | – |
| Q4 2022 | $2,730 | -92.4% | 61 | -89.9% | 0.00% | -100.0% |
| Q1 2020 | $36,000 | -73.9% | 601 | -66.6% | 0.01% | -64.7% |
| Q4 2019 | $138,000 | -2.8% | 1,801 | -10.0% | 0.02% | -10.5% |
| Q3 2019 | $142,000 | +0.7% | 2,001 | 0.0% | 0.02% | -5.0% |
| Q2 2019 | $141,000 | -17.1% | 2,001 | -20.0% | 0.02% | -16.7% |
| Q1 2019 | $170,000 | -29.2% | 2,501 | -37.5% | 0.02% | -35.1% |
| Q4 2018 | $240,000 | -14.9% | 4,001 | 0.0% | 0.04% | -2.6% |
| Q3 2018 | $282,000 | +6.8% | 4,001 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $264,000 | +3.5% | 4,001 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $255,000 | -1.2% | 4,001 | 0.0% | 0.04% | +5.6% |
| Q4 2017 | $258,000 | -41.4% | 4,001 | -55.4% | 0.04% | -55.6% |
| Q4 2015 | $440,000 | +6.3% | 8,980 | +0.5% | 0.08% | 0.0% |
| Q3 2015 | $414,000 | -7.4% | 8,935 | +0.5% | 0.08% | -2.4% |
| Q2 2015 | $447,000 | +0.2% | 8,890 | +0.5% | 0.08% | -2.4% |
| Q1 2015 | $446,000 | +1.6% | 8,842 | +0.4% | 0.08% | 0.0% |
| Q4 2014 | $439,000 | +5.3% | 8,803 | +0.4% | 0.08% | 0.0% |
| Q3 2014 | $417,000 | – | 8,766 | – | 0.08% | – |
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% |