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 | $15,719,123 | -4.1% | 324,910 | +3.6% | 7.32% | +1.5% |
| Q2 2023 | $16,394,055 | +9.2% | 313,522 | +0.3% | 7.22% | +5.4% |
| Q1 2023 | $15,017,961 | -3.3% | 312,549 | -3.9% | 6.85% | +0.4% |
| Q4 2022 | $15,535,444 | +8.8% | 325,077 | -0.0% | 6.82% | +1.2% |
| Q3 2022 | $14,276,000 | -4.3% | 325,193 | -0.6% | 6.74% | -1.6% |
| Q2 2022 | $14,918,000 | -16.6% | 327,082 | -3.8% | 6.85% | -6.6% |
| Q1 2022 | $17,898,000 | +1.5% | 339,949 | +97.9% | 7.33% | -1.3% |
| Q4 2021 | $17,626,000 | -9.6% | 171,745 | +0.1% | 7.43% | -5.2% |
| Q3 2021 | $19,490,000 | +8.1% | 171,582 | -0.9% | 7.83% | +0.8% |
| Q2 2021 | $18,036,000 | +0.9% | 173,175 | -1.2% | 7.77% | -2.3% |
| Q1 2021 | $17,867,000 | +6.2% | 175,223 | -3.2% | 7.95% | -4.0% |
| Q4 2020 | $16,831,000 | +6.5% | 181,020 | -2.1% | 8.28% | -0.0% |
| Q3 2020 | $15,798,000 | +6.3% | 184,940 | -3.6% | 8.28% | -2.3% |
| Q2 2020 | $14,862,000 | +9.6% | 191,795 | -1.9% | 8.48% | +1.8% |
| Q1 2020 | $13,558,000 | -12.1% | 195,587 | -2.0% | 8.33% | -4.1% |
| Q4 2019 | $15,420,000 | +9.3% | 199,481 | -0.9% | 8.68% | +0.1% |
| Q3 2019 | $14,104,000 | -1.2% | 201,256 | +0.8% | 8.68% | +0.7% |
| Q2 2019 | $14,279,000 | +7.1% | 199,653 | +1.9% | 8.62% | +3.1% |
| Q1 2019 | $13,338,000 | -1.3% | 196,007 | -13.1% | 8.36% | -13.5% |
| Q4 2018 | $13,513,000 | -9.6% | 225,483 | +6.2% | 9.66% | +5.3% |
| Q3 2018 | $14,945,000 | +6.7% | 212,324 | +0.3% | 9.17% | +1.7% |
| Q2 2018 | $14,003,000 | +6.7% | 211,657 | +1.5% | 9.01% | +2.2% |
| Q1 2018 | $13,126,000 | -6.1% | 208,459 | -3.8% | 8.82% | +0.6% |
| Q4 2017 | $13,979,000 | +7.0% | 216,664 | +1.0% | 8.76% | +5.0% |
| Q3 2017 | $13,068,000 | +8.3% | 214,558 | +4.0% | 8.35% | +1.9% |
| Q2 2017 | $12,063,000 | +3.8% | 206,363 | +1.3% | 8.19% | +1.1% |
| Q1 2017 | $11,621,000 | +10.2% | 203,669 | +4.6% | 8.10% | +5.5% |
| Q4 2016 | $10,548,000 | +15.9% | 194,685 | +11.9% | 7.68% | +8.0% |
| Q3 2016 | $9,099,000 | +4.6% | 173,929 | +0.6% | 7.11% | +3.7% |
| Q2 2016 | $8,695,000 | +6.4% | 172,874 | +4.3% | 6.85% | +2.9% |
| Q1 2016 | $8,170,000 | +9.3% | 165,792 | +7.2% | 6.66% | +3.9% |
| Q4 2015 | $7,473,000 | +6.8% | 154,702 | +2.5% | 6.41% | -5.7% |
| Q3 2015 | $7,000,000 | -7.5% | 150,932 | +0.9% | 6.80% | -3.6% |
| Q2 2015 | $7,564,000 | +8.6% | 149,524 | +8.3% | 7.06% | +1.5% |
| Q1 2015 | $6,967,000 | +8.9% | 138,025 | +7.5% | 6.96% | +23.3% |
| Q4 2014 | $6,397,000 | +33.0% | 128,410 | +25.9% | 5.64% | +2.1% |
| Q3 2014 | $4,810,000 | +7.6% | 101,964 | +8.8% | 5.52% | -4.2% |
| Q2 2014 | $4,470,000 | -1.9% | 93,677 | -6.0% | 5.76% | -2.7% |
| Q1 2014 | $4,557,000 | -3.7% | 99,706 | -5.2% | 5.92% | -11.0% |
| Q4 2013 | $4,733,000 | +14.4% | 105,166 | +4.5% | 6.66% | +0.5% |
| Q3 2013 | $4,136,000 | +49.4% | 100,669 | +41.5% | 6.63% | +49.5% |
| Q2 2013 | $2,769,000 | – | 71,169 | – | 4.43% | – |
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% |