SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 925 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356 | -3.5% | 7,149 | +0.1% | 0.15% | +2.1% |
| Q2 2023 | $369 | +7.9% | 7,145 | +0.1% | 0.14% | -1.4% |
| Q1 2023 | $342 | -46.6% | 7,141 | -50.0% | 0.15% | +1.4% |
| Q4 2022 | $640 | -99.8% | 14,274 | +86.3% | 0.14% | -7.1% |
| Q3 2022 | $322,000 | -4.7% | 7,663 | +0.1% | 0.16% | +0.6% |
| Q2 2022 | $338,000 | -20.1% | 7,655 | -3.3% | 0.15% | -5.5% |
| Q1 2022 | $423,000 | +6.3% | 7,920 | +124.9% | 0.16% | +15.6% |
| Q4 2021 | $398,000 | +8.4% | 3,522 | -0.4% | 0.14% | -5.4% |
| Q3 2021 | $367,000 | -5.2% | 3,535 | -4.7% | 0.15% | +0.7% |
| Q2 2021 | $387,000 | +7.2% | 3,708 | -0.5% | 0.15% | 0.0% |
| Q1 2021 | $361,000 | +5.2% | 3,728 | -1.1% | 0.15% | +0.7% |
| Q4 2020 | $343,000 | +3.3% | 3,771 | -9.5% | 0.15% | -1.3% |
| Q3 2020 | $332,000 | +13.7% | 4,168 | +4.8% | 0.15% | +3.5% |
| Q2 2020 | $292,000 | +34.6% | 3,977 | +11.0% | 0.14% | +6.7% |
| Q1 2020 | $217,000 | -53.8% | 3,583 | -41.3% | 0.14% | -39.5% |
| Q4 2019 | $470,000 | +3.3% | 6,109 | -4.5% | 0.22% | -4.3% |
| Q3 2019 | $455,000 | +0.9% | 6,400 | 0.0% | 0.23% | +2.6% |
| Q2 2019 | $451,000 | -42.1% | 6,400 | -44.1% | 0.23% | -44.2% |
| Q1 2019 | $779,000 | +13.9% | 11,450 | +0.4% | 0.41% | -2.4% |
| Q4 2018 | $684,000 | +11.8% | 11,410 | +31.3% | 0.42% | +38.5% |
| Q3 2018 | $612,000 | -1.9% | 8,691 | -8.1% | 0.30% | -10.1% |
| Q2 2018 | $624,000 | -1.1% | 9,460 | -4.3% | 0.34% | -5.6% |
| Q1 2018 | $631,000 | +1.1% | 9,886 | +2.3% | 0.36% | +6.3% |
| Q4 2017 | $624,000 | +124.5% | 9,668 | +111.9% | 0.33% | +107.5% |
| Q3 2017 | $278,000 | -5.4% | 4,563 | -9.2% | 0.16% | -9.6% |
| Q2 2017 | $294,000 | -30.5% | 5,026 | -32.2% | 0.18% | -31.0% |
| Q1 2017 | $423,000 | +11.0% | 7,415 | +5.4% | 0.26% | +5.3% |
| Q4 2016 | $381,000 | -10.4% | 7,035 | -13.5% | 0.24% | -8.6% |
| Q3 2016 | $425,000 | -0.7% | 8,130 | -4.5% | 0.27% | -6.6% |
| Q2 2016 | $428,000 | – | 8,515 | – | 0.29% | – |
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% |