SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.19 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $737,597 | +3.0% | 11,732 | -0.0% | 0.02% | 0.0% |
| Q1 2024 | $716,282 | +9.2% | 11,733 | -0.4% | 0.02% | 0.0% |
| Q4 2023 | $655,780 | +12.1% | 11,780 | +0.4% | 0.02% | -4.3% |
| Q3 2023 | $584,764 | -3.2% | 11,730 | +0.4% | 0.02% | +9.5% |
| Q2 2023 | $604,180 | +8.1% | 11,686 | +0.0% | 0.02% | -8.7% |
| Q1 2023 | $559,109 | +6.8% | 11,685 | +0.0% | 0.02% | +4.5% |
| Q4 2022 | $523,510 | -24.6% | 11,683 | -29.3% | 0.02% | -38.9% |
| Q3 2022 | $694,000 | -5.1% | 16,533 | +0.0% | 0.04% | -2.7% |
| Q2 2022 | $731,000 | -17.1% | 16,531 | +0.0% | 0.04% | -19.6% |
| Q1 2022 | $882,000 | -5.7% | 16,529 | +99.7% | 0.05% | +7.0% |
| Q4 2021 | $935,000 | +16.9% | 8,276 | +7.5% | 0.04% | +22.9% |
| Q3 2021 | $800,000 | +8.0% | 7,701 | +8.3% | 0.04% | +9.4% |
| Q2 2021 | $741,000 | +5.0% | 7,111 | -2.5% | 0.03% | -5.9% |
| Q1 2021 | $706,000 | +98.9% | 7,297 | +87.2% | 0.03% | +88.9% |
| Q4 2020 | $355,000 | +24.6% | 3,899 | +9.0% | 0.02% | 0.0% |
| Q3 2020 | $285,000 | +8.4% | 3,576 | +0.1% | 0.02% | 0.0% |
| Q2 2020 | $263,000 | +21.8% | 3,574 | +0.0% | 0.02% | -10.0% |
| Q1 2020 | $216,000 | -21.5% | 3,573 | +0.0% | 0.02% | +11.1% |
| Q4 2019 | $275,000 | +8.3% | 3,572 | +0.1% | 0.02% | 0.0% |
| Q3 2019 | $254,000 | +0.8% | 3,570 | +0.0% | 0.02% | -5.3% |
| Q2 2019 | $252,000 | +5.0% | 3,569 | +1.1% | 0.02% | 0.0% |
| Q1 2019 | $240,000 | +13.7% | 3,529 | +0.1% | 0.02% | -9.5% |
| Q4 2018 | $211,000 | -14.9% | 3,527 | +0.1% | 0.02% | +5.0% |
| Q3 2018 | $248,000 | +13.8% | 3,525 | +6.8% | 0.02% | +5.3% |
| Q2 2018 | $218,000 | +3.3% | 3,300 | 0.0% | 0.02% | -5.0% |
| Q1 2018 | $211,000 | -0.9% | 3,300 | 0.0% | 0.02% | -4.8% |
| Q4 2017 | $213,000 | +6.0% | 3,300 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $201,000 | – | 3,300 | – | 0.02% | – |
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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% |