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 | $131,221 | -3.5% | 2,632 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $135,961 | +8.1% | 2,630 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $125,723 | -42.6% | 2,627 | -46.3% | 0.01% | -46.2% |
| Q4 2022 | $219,074 | +6.9% | 4,889 | +0.1% | 0.01% | 0.0% |
| Q3 2022 | $205,000 | -5.1% | 4,886 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $216,000 | -16.9% | 4,883 | +0.0% | 0.01% | 0.0% |
| Q1 2022 | $260,000 | -4.1% | 4,881 | +104.2% | 0.01% | 0.0% |
| Q4 2021 | $271,000 | +30.9% | 2,390 | +20.2% | 0.01% | +18.2% |
| Q3 2021 | $207,000 | +1.0% | 1,989 | +0.9% | 0.01% | 0.0% |
| Q2 2021 | $205,000 | +7.9% | 1,972 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $190,000 | +8.6% | 1,972 | +2.2% | 0.01% | 0.0% |
| Q4 2020 | $175,000 | +13.6% | 1,929 | +0.1% | 0.01% | 0.0% |
| Q3 2020 | $154,000 | +9.2% | 1,928 | +0.1% | 0.01% | +10.0% |
| Q2 2020 | $141,000 | +193.8% | 1,927 | +142.7% | 0.01% | +150.0% |
| Q1 2020 | $48,000 | -56.4% | 794 | -44.7% | 0.00% | -50.0% |
| Q4 2019 | $110,000 | +93.0% | 1,436 | +79.9% | 0.01% | +100.0% |
| Q3 2019 | $57,000 | +1.8% | 798 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $56,000 | +3.7% | 798 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $54,000 | +12.5% | 798 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $48,000 | -14.3% | 798 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $56,000 | -13.8% | 798 | -18.5% | 0.01% | -16.7% |
| Q2 2018 | $65,000 | -40.9% | 979 | -43.0% | 0.01% | -40.0% |
| Q1 2018 | $110,000 | +115.7% | 1,719 | +115.4% | 0.01% | +100.0% |
| Q4 2017 | $51,000 | +4.1% | 798 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $49,000 | +4.3% | 798 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $47,000 | +2.2% | 798 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $46,000 | +7.0% | 798 | 0.0% | 0.01% | +25.0% |
| Q4 2016 | $43,000 | +2.4% | 798 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $42,000 | +5.0% | 798 | 0.0% | 0.00% | -20.0% |
| Q2 2016 | $40,000 | +2.6% | 798 | 0.0% | 0.01% | +25.0% |
| Q1 2016 | $39,000 | 0.0% | 798 | 0.0% | 0.00% | -20.0% |
| Q4 2015 | $39,000 | +5.4% | 798 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $37,000 | -87.4% | 798 | -86.3% | 0.01% | -84.8% |
| Q2 2015 | $294,000 | -0.3% | 5,844 | 0.0% | 0.03% | -2.9% |
| Q1 2015 | $295,000 | +8.9% | 5,844 | +7.3% | 0.03% | +3.0% |
| Q4 2014 | $271,000 | +4.6% | 5,446 | 0.0% | 0.03% | +3.1% |
| Q3 2014 | $259,000 | -15.4% | 5,446 | -15.1% | 0.03% | -15.8% |
| Q2 2014 | $306,000 | – | 6,411 | – | 0.04% | – |
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% |