SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,223,292 | -3.6% | 84,720 | 0.0% | 0.05% | +4.2% |
| Q2 2023 | $4,380,024 | +1.7% | 84,720 | -5.9% | 0.05% | -4.0% |
| Q1 2023 | $4,307,457 | +6.8% | 90,020 | 0.0% | 0.05% | +2.0% |
| Q4 2022 | $4,033,796 | +5.9% | 90,020 | -0.8% | 0.05% | +2.1% |
| Q3 2022 | $3,810,000 | -5.0% | 90,740 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $4,010,000 | -17.2% | 90,740 | 0.0% | 0.05% | -2.0% |
| Q1 2022 | $4,845,000 | -5.5% | 90,740 | +100.0% | 0.05% | +4.3% |
| Q4 2021 | $5,127,000 | +8.8% | 45,370 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $4,712,000 | -0.4% | 45,370 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $4,731,000 | +7.8% | 45,370 | 0.0% | 0.05% | +2.2% |
| Q1 2021 | $4,388,000 | +6.3% | 45,370 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $4,128,000 | +14.3% | 45,370 | 0.0% | 0.05% | +2.2% |
| Q3 2020 | $3,613,000 | +8.4% | 45,370 | 0.0% | 0.04% | +2.3% |
| Q2 2020 | $3,333,000 | +21.6% | 45,370 | 0.0% | 0.04% | +10.0% |
| Q1 2020 | $2,742,000 | -21.4% | 45,370 | 0.0% | 0.04% | 0.0% |
| Q4 2019 | $3,488,000 | +8.3% | 45,370 | 0.0% | 0.04% | +2.6% |
| Q3 2019 | $3,222,000 | +0.7% | 45,370 | 0.0% | 0.04% | +2.6% |
| Q2 2019 | $3,200,000 | +3.7% | 45,370 | 0.0% | 0.04% | +2.7% |
| Q1 2019 | $3,087,000 | +13.5% | 45,370 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $2,719,000 | -14.9% | 45,370 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $3,194,000 | +6.7% | 45,370 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $2,994,000 | +3.5% | 45,370 | 0.0% | 0.04% | +2.8% |
| Q1 2018 | $2,894,000 | -1.1% | 45,370 | 0.0% | 0.04% | +5.9% |
| Q4 2017 | $2,927,000 | +5.9% | 45,370 | 0.0% | 0.03% | +3.0% |
| Q3 2017 | $2,763,000 | +3.4% | 45,370 | -0.8% | 0.03% | +3.1% |
| Q2 2017 | $2,673,000 | +2.5% | 45,730 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $2,609,000 | +5.3% | 45,730 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $2,478,000 | -4.8% | 45,730 | -8.0% | 0.03% | -5.9% |
| Q3 2016 | $2,602,000 | -16.2% | 49,730 | -19.4% | 0.03% | -19.0% |
| Q2 2016 | $3,105,000 | +5.5% | 61,730 | +3.3% | 0.04% | 0.0% |
| Q1 2016 | $2,943,000 | +7.7% | 59,730 | +7.2% | 0.04% | +2.4% |
| Q4 2015 | $2,733,000 | +9.7% | 55,730 | +3.7% | 0.04% | +5.1% |
| Q3 2015 | $2,492,000 | -0.2% | 53,730 | +8.0% | 0.04% | +11.4% |
| Q2 2015 | $2,498,000 | -0.5% | 49,730 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $2,510,000 | +1.3% | 49,730 | 0.0% | 0.04% | +2.9% |
| Q4 2014 | $2,478,000 | +3.8% | 49,730 | -1.0% | 0.03% | -2.9% |
| Q3 2014 | $2,388,000 | -0.4% | 50,230 | 0.0% | 0.04% | +2.9% |
| Q2 2014 | $2,397,000 | +4.4% | 50,230 | 0.0% | 0.03% | 0.0% |
| Q1 2014 | $2,296,000 | +1.4% | 50,230 | -0.2% | 0.03% | -2.9% |
| Q4 2013 | $2,265,000 | +9.5% | 50,330 | 0.0% | 0.04% | -2.8% |
| Q3 2013 | $2,068,000 | +5.6% | 50,330 | 0.0% | 0.04% | -2.7% |
| Q2 2013 | $1,958,000 | – | 50,330 | – | 0.04% | – |
Download | ||||||
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% |