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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,401,846 | -13.8% | 27,115 | -20.2% | 0.02% | -18.5% |
| Q1 2023 | $1,626,688 | +6.8% | 33,996 | +0.0% | 0.03% | +3.8% |
| Q4 2022 | $1,522,942 | +6.7% | 33,987 | +0.0% | 0.03% | -7.1% |
| Q3 2022 | $1,427,000 | -4.9% | 33,976 | +0.0% | 0.03% | +3.7% |
| Q2 2022 | $1,501,000 | -7.5% | 33,966 | +11.7% | 0.03% | +8.0% |
| Q1 2022 | $1,623,000 | -3.8% | 30,398 | +103.6% | 0.02% | 0.0% |
| Q4 2021 | $1,687,000 | +8.8% | 14,928 | +0.0% | 0.02% | 0.0% |
| Q3 2021 | $1,550,000 | -0.4% | 14,924 | +0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,556,000 | +9.1% | 14,920 | +1.2% | 0.02% | +4.2% |
| Q1 2021 | $1,426,000 | +6.3% | 14,745 | +0.0% | 0.02% | -4.0% |
| Q4 2020 | $1,341,000 | +14.2% | 14,741 | +0.0% | 0.02% | +4.2% |
| Q3 2020 | $1,174,000 | +8.5% | 14,737 | +0.0% | 0.02% | +4.3% |
| Q2 2020 | $1,082,000 | +27.4% | 14,730 | +4.9% | 0.02% | +9.5% |
| Q1 2020 | $849,000 | -38.5% | 14,048 | -21.7% | 0.02% | -16.0% |
| Q4 2019 | $1,380,000 | +8.3% | 17,947 | +0.1% | 0.02% | 0.0% |
| Q3 2019 | $1,274,000 | +0.7% | 17,938 | +0.0% | 0.02% | 0.0% |
| Q2 2019 | $1,265,000 | +3.7% | 17,934 | +0.0% | 0.02% | 0.0% |
| Q1 2019 | $1,220,000 | +37.9% | 17,926 | +21.4% | 0.02% | +25.0% |
| Q4 2018 | $885,000 | -19.7% | 14,766 | -5.7% | 0.02% | -9.1% |
| Q3 2018 | $1,102,000 | +6.7% | 15,651 | +0.0% | 0.02% | 0.0% |
| Q2 2018 | $1,033,000 | +10.0% | 15,647 | +6.3% | 0.02% | +10.0% |
| Q1 2018 | $939,000 | -1.2% | 14,724 | +0.0% | 0.02% | +5.3% |
| Q4 2017 | $950,000 | +6.0% | 14,721 | +0.0% | 0.02% | 0.0% |
| Q3 2017 | $896,000 | +4.2% | 14,717 | +0.1% | 0.02% | -5.0% |
| Q2 2017 | $860,000 | +2.5% | 14,706 | +0.0% | 0.02% | 0.0% |
| Q1 2017 | $839,000 | +216.6% | 14,702 | +200.0% | 0.02% | +233.3% |
| Q4 2016 | $265,000 | +3.5% | 4,900 | +0.1% | 0.01% | 0.0% |
| Q3 2016 | $256,000 | – | 4,895 | – | 0.01% | – |
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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% |