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 | $2,338,913 | -20.7% | 46,919 | -17.7% | 0.26% | -16.7% |
| Q2 2023 | $2,948,193 | +6.4% | 57,025 | -1.6% | 0.32% | +0.6% |
| Q1 2023 | $2,771,712 | +11.0% | 57,925 | +3.9% | 0.32% | +6.8% |
| Q4 2022 | $2,498,158 | +11.6% | 55,750 | +4.6% | 0.30% | +2.8% |
| Q3 2022 | $2,239,000 | -6.6% | 53,320 | -1.7% | 0.29% | -3.0% |
| Q2 2022 | $2,396,000 | -13.9% | 54,218 | +4.0% | 0.30% | -0.3% |
| Q1 2022 | $2,783,000 | +7.1% | 52,120 | +126.7% | 0.30% | +12.9% |
| Q4 2021 | $2,599,000 | +13.6% | 22,995 | +4.4% | 0.26% | +3.5% |
| Q3 2021 | $2,288,000 | +1.5% | 22,026 | +1.9% | 0.25% | +0.8% |
| Q2 2021 | $2,254,000 | +10.2% | 21,620 | +2.2% | 0.25% | +2.4% |
| Q1 2021 | $2,045,000 | +12.9% | 21,148 | +6.3% | 0.25% | +4.2% |
| Q4 2020 | $1,811,000 | -5.5% | 19,900 | -17.3% | 0.24% | -12.6% |
| Q3 2020 | $1,917,000 | +2.3% | 24,067 | -5.6% | 0.27% | -3.6% |
| Q2 2020 | $1,874,000 | +12.1% | 25,506 | -7.7% | 0.28% | -4.8% |
| Q1 2020 | $1,671,000 | -15.3% | 27,644 | +7.7% | 0.29% | +6.9% |
| Q4 2019 | $1,974,000 | +11.5% | 25,670 | +3.0% | 0.28% | +4.6% |
| Q3 2019 | $1,770,000 | +19.8% | 24,920 | +18.9% | 0.26% | +16.9% |
| Q2 2019 | $1,478,000 | +6.3% | 20,950 | +2.5% | 0.22% | +3.7% |
| Q1 2019 | $1,391,000 | +20.3% | 20,447 | +6.0% | 0.22% | +2.8% |
| Q4 2018 | $1,156,000 | -15.4% | 19,287 | -0.6% | 0.21% | -3.2% |
| Q3 2018 | $1,366,000 | +8.3% | 19,407 | +1.6% | 0.22% | +1.9% |
| Q2 2018 | $1,261,000 | -16.0% | 19,105 | -18.9% | 0.21% | -18.6% |
| Q1 2018 | $1,502,000 | +14.8% | 23,547 | +16.1% | 0.26% | +17.9% |
| Q4 2017 | $1,308,000 | +36.0% | 20,275 | +28.4% | 0.22% | +32.0% |
| Q3 2017 | $962,000 | +1.1% | 15,795 | -3.0% | 0.17% | -21.0% |
| Q2 2017 | $952,000 | +8.7% | 16,288 | +6.0% | 0.21% | +5.4% |
| Q1 2017 | $876,000 | +7.5% | 15,361 | +2.1% | 0.20% | +1.5% |
| Q4 2016 | $815,000 | +7.5% | 15,051 | +3.9% | 0.20% | +1.0% |
| Q3 2016 | $758,000 | +6.5% | 14,489 | +2.4% | 0.20% | +3.1% |
| Q2 2016 | $712,000 | +65.2% | 14,152 | +62.0% | 0.19% | +58.7% |
| Q1 2016 | $431,000 | +3.9% | 8,737 | +3.3% | 0.12% | +7.1% |
| Q4 2015 | $415,000 | +8.6% | 8,458 | +2.6% | 0.11% | +7.6% |
| Q3 2015 | $382,000 | -2.3% | 8,246 | +5.9% | 0.10% | +9.4% |
| Q2 2015 | $391,000 | +12.0% | 7,790 | +12.5% | 0.10% | +11.6% |
| Q1 2015 | $349,000 | +7.4% | 6,922 | +6.0% | 0.09% | +6.2% |
| Q4 2014 | $325,000 | +4.5% | 6,528 | -0.2% | 0.08% | +6.6% |
| Q3 2014 | $311,000 | 0.0% | 6,543 | +0.5% | 0.08% | 0.0% |
| Q2 2014 | $311,000 | +46.7% | 6,509 | +19.2% | 0.08% | +7.0% |
| Q2 2013 | $212,000 | – | 5,459 | – | 0.07% | – |
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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% |