SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $980,600 | -3.5% | 19,671 | +0.1% | 0.06% | -1.8% |
| Q2 2023 | $1,015,699 | +7.0% | 19,646 | -1.0% | 0.06% | +1.8% |
| Q1 2023 | $949,488 | +15.6% | 19,843 | +8.3% | 0.06% | +7.8% |
| Q4 2022 | $821,143 | +5.5% | 18,325 | -1.1% | 0.05% | -1.9% |
| Q3 2022 | $778,000 | -6.5% | 18,525 | -1.6% | 0.05% | +2.0% |
| Q2 2022 | $832,000 | -17.4% | 18,829 | -0.2% | 0.05% | -3.8% |
| Q1 2022 | $1,007,000 | +0.9% | 18,859 | +113.5% | 0.05% | +3.9% |
| Q4 2021 | $998,000 | +8.2% | 8,832 | -0.5% | 0.05% | -1.9% |
| Q3 2021 | $922,000 | -0.3% | 8,874 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $925,000 | -0.6% | 8,874 | -7.9% | 0.05% | -14.5% |
| Q1 2021 | $931,000 | -0.4% | 9,630 | -6.3% | 0.06% | -7.5% |
| Q4 2020 | $935,000 | +13.6% | 10,280 | -0.5% | 0.07% | +4.7% |
| Q3 2020 | $823,000 | +4.6% | 10,330 | -3.6% | 0.06% | -4.5% |
| Q2 2020 | $787,000 | +20.0% | 10,713 | -1.3% | 0.07% | +1.5% |
| Q1 2020 | $656,000 | -14.4% | 10,853 | +8.9% | 0.07% | +8.2% |
| Q4 2019 | $766,000 | +8.8% | 9,969 | +0.5% | 0.06% | +5.2% |
| Q3 2019 | $704,000 | +2.9% | 9,915 | +2.3% | 0.06% | -1.7% |
| Q2 2019 | $684,000 | +11.6% | 9,693 | +7.7% | 0.06% | +9.3% |
| Q1 2019 | $613,000 | +85.8% | 9,004 | +63.3% | 0.05% | +68.8% |
| Q4 2018 | $330,000 | +7.8% | 5,514 | +26.8% | 0.03% | +28.0% |
| Q3 2018 | $306,000 | -30.8% | 4,349 | -35.0% | 0.02% | +25.0% |
| Q2 2018 | $442,000 | – | 6,694 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |