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 | $2,360,049 | -9.1% | 47,343 | -5.7% | 0.34% | -3.4% |
| Q2 2023 | $2,594,978 | +5.2% | 50,193 | -2.6% | 0.36% | +0.3% |
| Q1 2023 | $2,466,333 | +3.6% | 51,543 | -3.0% | 0.35% | +3.2% |
| Q4 2022 | $2,380,218 | +5.4% | 53,118 | -1.3% | 0.34% | -2.0% |
| Q3 2022 | $2,259,000 | -2.7% | 53,793 | +2.4% | 0.35% | +0.6% |
| Q2 2022 | $2,322,000 | -16.7% | 52,543 | +0.6% | 0.35% | +0.3% |
| Q1 2022 | $2,788,000 | +2.4% | 52,218 | +100.0% | 0.35% | +1.2% |
| Q2 2021 | $2,722,000 | +7.2% | 26,109 | -0.6% | 0.34% | +2.4% |
| Q1 2021 | $2,540,000 | -2.0% | 26,269 | -7.8% | 0.34% | -15.4% |
| Q4 2020 | $2,592,000 | +18.3% | 28,494 | -4.5% | 0.40% | +1.8% |
| Q2 2020 | $2,191,000 | +77.0% | 29,834 | +45.6% | 0.39% | +56.2% |
| Q1 2020 | $1,238,000 | -15.6% | 20,494 | +7.3% | 0.25% | +41.5% |
| Q4 2019 | $1,467,000 | +8.2% | 19,094 | 0.0% | 0.18% | +21.4% |
| Q3 2019 | $1,356,000 | +1.9% | 19,094 | +1.2% | 0.14% | +2.1% |
| Q2 2019 | $1,331,000 | +3.7% | 18,874 | 0.0% | 0.14% | +10.1% |
| Q1 2019 | $1,284,000 | +13.5% | 18,874 | 0.0% | 0.13% | +2.4% |
| Q4 2018 | $1,131,000 | -20.7% | 18,874 | -6.8% | 0.13% | +0.8% |
| Q3 2018 | $1,426,000 | +2.1% | 20,260 | -4.3% | 0.12% | +4.2% |
| Q2 2018 | $1,396,000 | +3.4% | 21,160 | 0.0% | 0.12% | -1.6% |
| Q1 2018 | $1,350,000 | -1.1% | 21,160 | 0.0% | 0.12% | +7.0% |
| Q4 2017 | $1,365,000 | +136400.0% | 21,160 | -7.4% | 0.11% | +35.7% |
| Q3 2017 | $1,000 | -99.9% | 22,860 | +9.1% | 0.08% | -24.3% |
| Q2 2017 | $1,225,000 | +4.1% | 20,960 | +1.6% | 0.11% | +1.8% |
| Q1 2017 | $1,177,000 | +5.4% | 20,620 | 0.0% | 0.11% | +47.3% |
| Q4 2016 | $1,117,000 | – | 20,620 | – | 0.07% | – |
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% |