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 | $932,943 | -8.0% | 18,715 | -4.6% | 0.06% | -1.6% |
| Q2 2023 | $1,014,096 | +7.8% | 19,615 | -0.3% | 0.06% | 0.0% |
| Q1 2023 | $940,970 | +6.7% | 19,665 | -0.1% | 0.06% | +1.6% |
| Q4 2022 | $881,637 | +5.3% | 19,675 | -1.3% | 0.06% | -1.6% |
| Q3 2022 | $837,000 | -4.1% | 19,930 | +0.9% | 0.06% | +3.3% |
| Q2 2022 | $873,000 | -14.5% | 19,755 | 0.0% | 0.06% | 0.0% |
| Q1 2022 | $1,021,000 | -9.3% | 19,755 | +98.3% | 0.06% | +3.4% |
| Q4 2021 | $1,126,000 | +8.9% | 9,960 | +0.1% | 0.06% | -1.7% |
| Q3 2021 | $1,034,000 | +3.8% | 9,955 | +4.2% | 0.06% | +3.5% |
| Q2 2021 | $996,000 | +6.2% | 9,555 | +0.8% | 0.06% | +1.8% |
| Q1 2021 | $938,000 | +8.8% | 9,475 | 0.0% | 0.06% | +1.8% |
| Q4 2020 | $862,000 | +14.2% | 9,475 | 0.0% | 0.06% | +1.9% |
| Q3 2020 | $755,000 | +9.4% | 9,475 | +0.9% | 0.05% | +1.9% |
| Q2 2020 | $690,000 | +21.5% | 9,395 | 0.0% | 0.05% | +1.9% |
| Q1 2020 | $568,000 | -21.1% | 9,395 | +0.3% | 0.05% | 0.0% |
| Q4 2019 | $720,000 | +17.3% | 9,370 | +8.4% | 0.05% | +8.3% |
| Q3 2019 | $614,000 | +14.8% | 8,640 | +13.9% | 0.05% | +14.3% |
| Q2 2019 | $535,000 | +5.5% | 7,585 | +1.9% | 0.04% | 0.0% |
| Q1 2019 | $507,000 | +24.3% | 7,445 | +9.4% | 0.04% | +7.7% |
| Q4 2018 | $408,000 | -14.8% | 6,805 | 0.0% | 0.04% | +2.6% |
| Q3 2018 | $479,000 | +9.9% | 6,805 | +3.0% | 0.04% | +2.7% |
| Q2 2018 | $436,000 | +18.8% | 6,610 | +14.8% | 0.04% | +12.1% |
| Q1 2018 | $367,000 | +4.3% | 5,760 | +5.5% | 0.03% | +10.0% |
| Q4 2017 | $352,000 | +5.7% | 5,460 | 0.0% | 0.03% | +3.4% |
| Q3 2017 | $333,000 | +8.5% | 5,460 | +4.0% | 0.03% | +3.6% |
| Q2 2017 | $307,000 | +14.1% | 5,250 | +11.5% | 0.03% | +12.0% |
| Q1 2017 | $269,000 | +7.6% | 4,710 | +2.2% | 0.02% | 0.0% |
| Q4 2016 | $250,000 | +18.5% | 4,610 | +14.3% | 0.02% | +19.0% |
| Q3 2016 | $211,000 | -53.7% | 4,035 | -58.9% | 0.02% | -58.0% |
| Q3 2015 | $456,000 | +113.1% | 9,828 | +130.7% | 0.05% | +127.3% |
| Q2 2015 | $214,000 | – | 4,260 | – | 0.02% | – |
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% |