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 | $801,887 | -7.8% | 16,086 | -4.4% | 0.07% | -5.4% |
| Q2 2023 | $869,904 | +5.3% | 16,826 | -2.5% | 0.07% | 0.0% |
| Q1 2023 | $826,082 | +15.1% | 17,264 | +7.7% | 0.07% | +7.2% |
| Q4 2022 | $717,991 | +10.6% | 16,023 | +3.6% | 0.07% | +3.0% |
| Q3 2022 | $649,000 | +20.6% | 15,459 | +27.0% | 0.07% | +1.5% |
| Q2 2022 | $538,000 | -8.5% | 12,175 | +10.5% | 0.07% | -5.7% |
| Q1 2022 | $588,000 | -8.7% | 11,014 | +93.4% | 0.07% | -5.4% |
| Q4 2021 | $644,000 | +11.0% | 5,695 | +2.0% | 0.07% | +1.4% |
| Q3 2021 | $580,000 | +15.3% | 5,582 | +15.7% | 0.07% | +15.9% |
| Q2 2021 | $503,000 | +26.4% | 4,826 | +17.2% | 0.06% | +18.9% |
| Q1 2021 | $398,000 | +1.3% | 4,118 | -4.6% | 0.05% | +1.9% |
| Q4 2020 | $393,000 | +26.4% | 4,316 | +10.7% | 0.05% | +8.3% |
| Q3 2020 | $311,000 | +2.0% | 3,900 | -6.0% | 0.05% | -4.0% |
| Q2 2020 | $305,000 | +7.0% | 4,151 | -12.1% | 0.05% | -3.8% |
| Q1 2020 | $285,000 | -53.6% | 4,720 | -40.9% | 0.05% | -44.1% |
| Q4 2019 | $614,000 | +13.7% | 7,988 | +5.0% | 0.09% | +5.7% |
| Q3 2019 | $540,000 | +10.9% | 7,608 | +10.2% | 0.09% | 0.0% |
| Q2 2019 | $487,000 | +0.8% | 6,905 | -2.6% | 0.09% | -6.4% |
| Q1 2019 | $483,000 | -92.3% | 7,091 | -93.2% | 0.09% | -93.2% |
| Q4 2018 | $6,242,000 | +1411.4% | 104,152 | +1673.1% | 1.37% | +1554.2% |
| Q3 2018 | $413,000 | +12.5% | 5,874 | +5.6% | 0.08% | -3.5% |
| Q2 2018 | $367,000 | +14.7% | 5,561 | +11.0% | 0.09% | +10.3% |
| Q1 2018 | $320,000 | +13.1% | 5,010 | +14.4% | 0.08% | +14.7% |
| Q4 2017 | $283,000 | +29.8% | 4,381 | +17.4% | 0.07% | +28.3% |
| Q2 2017 | $218,000 | +6.3% | 3,731 | +3.9% | 0.05% | +3.9% |
| Q1 2017 | $205,000 | -99.9% | 3,591 | -16.7% | 0.05% | -16.4% |
| Q4 2016 | $233,516,000 | +110571.1% | 4,310 | +7.1% | 0.06% | +5.2% |
| Q3 2016 | $211,000 | – | 4,026 | – | 0.06% | – |
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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% |