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 | $503,529 | -18.6% | 10,101 | -15.6% | 0.09% | -14.0% |
| Q2 2023 | $618,843 | +8.3% | 11,970 | +0.3% | 0.10% | +7.5% |
| Q1 2023 | $571,323 | +3.7% | 11,940 | -2.9% | 0.09% | +3.3% |
| Q4 2022 | $550,843 | +9.3% | 12,293 | +2.5% | 0.09% | +3.4% |
| Q3 2022 | $504,000 | -4.9% | 11,997 | +0.1% | 0.09% | +4.8% |
| Q2 2022 | $530,000 | -16.9% | 11,991 | +0.4% | 0.08% | -3.5% |
| Q1 2022 | $638,000 | -10.4% | 11,946 | +89.6% | 0.09% | -4.4% |
| Q4 2021 | $712,000 | -13.3% | 6,300 | -20.3% | 0.09% | -16.7% |
| Q3 2021 | $821,000 | -2.7% | 7,908 | -2.3% | 0.11% | -17.6% |
| Q2 2021 | $844,000 | -1.1% | 8,095 | -8.3% | 0.13% | -4.4% |
| Q1 2021 | $853,000 | +8.0% | 8,825 | +1.6% | 0.14% | -3.5% |
| Q4 2020 | $790,000 | +8.5% | 8,686 | -5.0% | 0.14% | +0.7% |
| Q3 2020 | $728,000 | +8.7% | 9,141 | +0.2% | 0.14% | +5.2% |
| Q2 2020 | $670,000 | +10.6% | 9,123 | -9.1% | 0.13% | +0.8% |
| Q1 2020 | $606,000 | -17.8% | 10,031 | +4.7% | 0.13% | -3.6% |
| Q4 2019 | $737,000 | +0.7% | 9,584 | -7.0% | 0.14% | -4.8% |
| Q3 2019 | $732,000 | +5.5% | 10,307 | +4.8% | 0.14% | +4.3% |
| Q2 2019 | $694,000 | +5.2% | 9,835 | +1.4% | 0.14% | -4.1% |
| Q1 2019 | $660,000 | +5.8% | 9,696 | -6.9% | 0.14% | 0.0% |
| Q4 2018 | $624,000 | -13.8% | 10,413 | +1.3% | 0.14% | -12.1% |
| Q3 2018 | $724,000 | +5.7% | 10,281 | -0.9% | 0.16% | +3.8% |
| Q2 2018 | $685,000 | +12.3% | 10,379 | +8.5% | 0.16% | +12.8% |
| Q1 2018 | $610,000 | -1.1% | 9,565 | 0.0% | 0.14% | 0.0% |
| Q4 2017 | $617,000 | +39.0% | 9,565 | +31.2% | 0.14% | +33.0% |
| Q3 2017 | $444,000 | +4.2% | 7,291 | 0.0% | 0.11% | 0.0% |
| Q2 2017 | $426,000 | +10.4% | 7,291 | +7.8% | 0.11% | +6.0% |
| Q1 2017 | $386,000 | +7.5% | 6,764 | +2.2% | 0.10% | +4.2% |
| Q4 2016 | $359,000 | +3.8% | 6,619 | 0.0% | 0.10% | +3.2% |
| Q3 2016 | $346,000 | +18.1% | 6,619 | +13.7% | 0.09% | +13.4% |
| Q2 2016 | $293,000 | +14.5% | 5,819 | +12.2% | 0.08% | +10.8% |
| Q1 2016 | $256,000 | -12.9% | 5,186 | -13.5% | 0.07% | -16.9% |
| Q4 2015 | $294,000 | +6.9% | 5,996 | +1.1% | 0.09% | +8.5% |
| Q3 2015 | $275,000 | +16.5% | 5,928 | +26.3% | 0.08% | +22.4% |
| Q2 2015 | $236,000 | +7.3% | 4,692 | +7.4% | 0.07% | +8.1% |
| Q1 2015 | $220,000 | – | 4,368 | – | 0.06% | – |
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% |