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 | $704,581 | -8.7% | 14,134 | -5.3% | 0.16% | -6.6% |
| Q2 2023 | $771,556 | +1.8% | 14,924 | -5.8% | 0.17% | -1.8% |
| Q1 2023 | $757,967 | -6.7% | 15,840 | -12.6% | 0.17% | -9.6% |
| Q4 2022 | $812,076 | -81.4% | 18,123 | -82.6% | 0.19% | -84.2% |
| Q3 2022 | $4,375,000 | -6.0% | 104,181 | -1.1% | 1.18% | -0.3% |
| Q2 2022 | $4,654,000 | -15.5% | 105,325 | +2.1% | 1.19% | +3.8% |
| Q1 2022 | $5,508,000 | +5.4% | 103,171 | +123.1% | 1.14% | +7.1% |
| Q4 2021 | $5,226,000 | +21.9% | 46,241 | +12.1% | 1.07% | +11.8% |
| Q3 2021 | $4,286,000 | +7.7% | 41,265 | +8.1% | 0.95% | +0.3% |
| Q2 2021 | $3,981,000 | +14.8% | 38,182 | +6.4% | 0.95% | -1.6% |
| Q1 2021 | $3,469,000 | +15.4% | 35,872 | +8.6% | 0.97% | +4.8% |
| Q4 2020 | $3,007,000 | +16.2% | 33,045 | +1.7% | 0.92% | -2.2% |
| Q3 2020 | $2,588,000 | +17.9% | 32,494 | +8.7% | 0.94% | +14.6% |
| Q2 2020 | $2,196,000 | +35.6% | 29,894 | +11.6% | 0.82% | +14.6% |
| Q1 2020 | $1,619,000 | -6.4% | 26,792 | +19.1% | 0.72% | +16.9% |
| Q4 2019 | $1,729,000 | +35.7% | 22,487 | +25.4% | 0.61% | +25.8% |
| Q3 2019 | $1,274,000 | +51.5% | 17,935 | +50.4% | 0.49% | +42.3% |
| Q2 2019 | $841,000 | +42.8% | 11,922 | +37.7% | 0.34% | +33.5% |
| Q1 2019 | $589,000 | +105.9% | 8,659 | +81.7% | 0.26% | +87.6% |
| Q4 2018 | $286,000 | +7.5% | 4,766 | +26.2% | 0.14% | +19.1% |
| Q3 2018 | $266,000 | +11.8% | 3,777 | +4.7% | 0.12% | +5.5% |
| Q2 2018 | $238,000 | +3.5% | 3,608 | 0.0% | 0.11% | +3.8% |
| Q1 2018 | $230,000 | -8.7% | 3,608 | -7.7% | 0.10% | -7.1% |
| Q4 2017 | $252,000 | +12.5% | 3,909 | +6.3% | 0.11% | +5.6% |
| Q3 2017 | $224,000 | +3.7% | 3,679 | -2.8% | 0.11% | -13.0% |
| Q1 2017 | $216,000 | +1.4% | 3,786 | -3.7% | 0.12% | -5.4% |
| Q4 2016 | $213,000 | -2.3% | 3,931 | -5.5% | 0.13% | -3.7% |
| Q3 2016 | $218,000 | -0.5% | 4,161 | -4.6% | 0.14% | -21.1% |
| Q2 2016 | $219,000 | -8.8% | 4,360 | -10.5% | 0.17% | -10.0% |
| Q1 2016 | $240,000 | – | 4,871 | – | 0.19% | – |
Download | ||||||
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% |