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 | $791,867 | -3.6% | 15,885 | 0.0% | 0.11% | +2.9% |
| Q2 2023 | $821,254 | +5.5% | 15,885 | -2.4% | 0.10% | -1.0% |
| Q1 2023 | $778,807 | +6.8% | 16,276 | 0.0% | 0.10% | 0.0% |
| Q4 2022 | $729,328 | +6.8% | 16,276 | 0.0% | 0.10% | -14.0% |
| Q3 2022 | $683,000 | -5.0% | 16,276 | 0.0% | 0.12% | -8.3% |
| Q2 2022 | $719,000 | -17.3% | 16,276 | 0.0% | 0.13% | -2.9% |
| Q1 2022 | $869,000 | -5.5% | 16,276 | +100.0% | 0.14% | -25.3% |
| Q4 2021 | $920,000 | +8.9% | 8,138 | 0.0% | 0.18% | -5.2% |
| Q3 2021 | $845,000 | -0.5% | 8,138 | 0.0% | 0.19% | -17.6% |
| Q2 2021 | $849,000 | +7.9% | 8,138 | 0.0% | 0.23% | -9.3% |
| Q1 2021 | $787,000 | +6.4% | 8,138 | 0.0% | 0.26% | +6.2% |
| Q4 2020 | $740,000 | +14.2% | 8,138 | 0.0% | 0.24% | -8.3% |
| Q3 2020 | $648,000 | +8.4% | 8,138 | 0.0% | 0.26% | -1.5% |
| Q2 2020 | $598,000 | -5.5% | 8,138 | -22.3% | 0.27% | -35.1% |
| Q1 2020 | $633,000 | -27.2% | 10,478 | -7.3% | 0.41% | -15.0% |
| Q4 2019 | $869,000 | +8.4% | 11,302 | +0.1% | 0.49% | +2.3% |
| Q3 2019 | $802,000 | +0.9% | 11,294 | +0.2% | 0.48% | -3.8% |
| Q2 2019 | $795,000 | +4.2% | 11,277 | +0.6% | 0.49% | 0.0% |
| Q1 2019 | $763,000 | -42.7% | 11,214 | -49.4% | 0.49% | +162.8% |
| Q4 2018 | $1,331,000 | -6.9% | 22,179 | +9.2% | 0.19% | -6.0% |
| Q3 2018 | $1,429,000 | +9.3% | 20,307 | +2.5% | 0.20% | -4.8% |
| Q2 2018 | $1,307,000 | +9.7% | 19,804 | +6.0% | 0.21% | +12.3% |
| Q1 2018 | $1,191,000 | +0.2% | 18,676 | +1.3% | 0.19% | +4.5% |
| Q4 2017 | $1,189,000 | +6.1% | 18,435 | +0.2% | 0.18% | -11.4% |
| Q3 2017 | $1,121,000 | -22.3% | 18,400 | -25.4% | 0.20% | -21.1% |
| Q2 2017 | $1,442,000 | +71.5% | 24,666 | +67.4% | 0.26% | +73.0% |
| Q1 2017 | $841,000 | +5.8% | 14,739 | +0.5% | 0.15% | -6.9% |
| Q4 2016 | $795,000 | -2.2% | 14,668 | -5.6% | 0.16% | -13.6% |
| Q3 2016 | $813,000 | +4.6% | 15,545 | +0.6% | 0.18% | -3.7% |
| Q2 2016 | $777,000 | +10.7% | 15,452 | +8.5% | 0.19% | +7.3% |
| Q1 2016 | $702,000 | +8.5% | 14,244 | +8.0% | 0.18% | +11.2% |
| Q4 2015 | $647,000 | +6.8% | 13,191 | +1.0% | 0.16% | +6.0% |
| Q3 2015 | $606,000 | -7.3% | 13,061 | +0.3% | 0.15% | +4.1% |
| Q2 2015 | $654,000 | – | 13,017 | – | 0.14% | – |
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% |