SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,432 | +2.1% | 791 | +5.9% | 0.01% | +20.0% |
| Q2 2023 | $38,620 | +8.0% | 747 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $35,744 | +14.9% | 747 | +7.6% | 0.01% | 0.0% |
| Q4 2022 | $31,098 | +7.2% | 694 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $29,000 | +3.6% | 694 | +10.9% | 0.01% | 0.0% |
| Q2 2022 | $28,000 | -15.2% | 626 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $33,000 | -5.7% | 626 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $35,000 | +6.1% | 313 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $33,000 | 0.0% | 313 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $33,000 | +10.0% | 313 | 0.0% | 0.01% | +25.0% |
| Q1 2021 | $30,000 | +15.4% | 313 | +7.6% | 0.00% | 0.0% |
| Q4 2020 | $26,000 | +30.0% | 291 | +13.7% | 0.00% | +33.3% |
| Q3 2020 | $20,000 | +11.1% | 256 | +7.1% | 0.00% | +50.0% |
| Q2 2020 | $18,000 | +28.6% | 239 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | -22.2% | 239 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $18,000 | +5.9% | 239 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $17,000 | 0.0% | 239 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $17,000 | +6.2% | 239 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $16,000 | +33.3% | 239 | +29.9% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -29.4% | 184 | -23.0% | 0.00% | 0.0% |
| Q3 2018 | $17,000 | +41.7% | 239 | +29.9% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | +9.1% | 184 | +8.2% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | 0.0% | 170 | +1.8% | 0.00% | 0.0% |
| Q4 2017 | $11,000 | +10.0% | 167 | +2.5% | 0.00% | 0.0% |
| Q3 2017 | $10,000 | +11.1% | 163 | +9.4% | 0.00% | +100.0% |
| Q2 2017 | $9,000 | +28.6% | 149 | +19.2% | 0.00% | 0.0% |
| Q1 2017 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $7,000 | +600.0% | 125 | +346.4% | 0.00% | – |
| Q2 2016 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q1 2016 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | – | 28 | +600.0% | 0.00% | – |
| Q3 2015 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q1 2015 | $0 | -100.0% | 4 | -99.0% | 0.00% | -100.0% |
| Q4 2014 | $20,000 | +5.3% | 400 | 0.0% | 0.00% | -33.3% |
| Q3 2014 | $19,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $19,000 | +5.6% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $18,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $18,000 | +12.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $16,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $16,000 | – | 400 | – | 0.00% | – |
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% |