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 | $1,011,666 | -6.3% | 20,294 | -2.9% | 0.21% | -10.0% |
| Q2 2023 | $1,080,048 | +107904.8% | 20,891 | +0.0% | 0.23% | +2.7% |
| Q1 2023 | $1,000 | -3.8% | 20,890 | -10.0% | 0.22% | -16.5% |
| Q4 2022 | $1,040 | -99.9% | 23,219 | -20.6% | 0.27% | -12.2% |
| Q3 2022 | $1,228,000 | +22.1% | 29,252 | +28.5% | 0.30% | -29.0% |
| Q2 2022 | $1,006,000 | -20.3% | 22,769 | -3.7% | 0.43% | +24.8% |
| Q1 2022 | $1,263,000 | -11.1% | 23,649 | +88.2% | 0.34% | +13.2% |
| Q4 2021 | $1,420,000 | +5.0% | 12,564 | -3.6% | 0.30% | +7.4% |
| Q3 2021 | $1,353,000 | -0.4% | 13,029 | 0.0% | 0.28% | -2.4% |
| Q2 2021 | $1,359,000 | +6.3% | 13,029 | -1.5% | 0.29% | -10.5% |
| Q1 2021 | $1,279,000 | -14.3% | 13,229 | -19.3% | 0.32% | -0.6% |
| Q4 2020 | $1,492,000 | +7.6% | 16,394 | -5.8% | 0.32% | -0.3% |
| Q3 2020 | $1,386,000 | +8.4% | 17,407 | 0.0% | 0.33% | -13.1% |
| Q2 2020 | $1,279,000 | -5.3% | 17,407 | -22.1% | 0.38% | -17.6% |
| Q1 2020 | $1,351,000 | -51.6% | 22,354 | -38.4% | 0.46% | -33.8% |
| Q4 2019 | $2,789,000 | +8.1% | 36,274 | -0.2% | 0.69% | -21.5% |
| Q3 2019 | $2,581,000 | -21.8% | 36,343 | -22.3% | 0.88% | +3.1% |
| Q2 2019 | $3,300,000 | -9.6% | 46,782 | -12.8% | 0.85% | -10.3% |
| Q1 2019 | $3,650,000 | -0.6% | 53,643 | -12.4% | 0.95% | -38.4% |
| Q4 2018 | $3,671,000 | -42.4% | 61,256 | -32.4% | 1.54% | -8.4% |
| Q3 2018 | $6,376,000 | +2.6% | 90,574 | -3.9% | 1.68% | -4.2% |
| Q2 2018 | $6,217,000 | -2.8% | 94,208 | -6.0% | 1.75% | -6.6% |
| Q1 2018 | $6,393,000 | -0.4% | 100,220 | +0.7% | 1.87% | +5.3% |
| Q4 2017 | $6,420,000 | +11.6% | 99,510 | +5.4% | 1.78% | +3.9% |
| Q3 2017 | $5,752,000 | +2.1% | 94,432 | -2.0% | 1.71% | -1.8% |
| Q2 2017 | $5,635,000 | +16.6% | 96,397 | +12.8% | 1.74% | +12.7% |
| Q1 2017 | $4,831,000 | -42.1% | 85,443 | -44.5% | 1.55% | -46.2% |
| Q4 2016 | $8,344,000 | -4.7% | 154,012 | -8.7% | 2.88% | -9.2% |
| Q3 2016 | $8,754,000 | -2.4% | 168,664 | -3.5% | 3.17% | -9.0% |
| Q2 2016 | $8,971,000 | -22.1% | 174,763 | -25.2% | 3.48% | -35.7% |
| Q1 2016 | $11,517,000 | -31.7% | 233,714 | -32.1% | 5.41% | -30.0% |
| Q4 2015 | $16,873,000 | +4.0% | 344,069 | -1.6% | 7.73% | +0.5% |
| Q3 2015 | $16,220,000 | +4.5% | 349,715 | +13.2% | 7.69% | +12.7% |
| Q2 2015 | $15,520,000 | +4.9% | 308,987 | +5.4% | 6.83% | +4.0% |
| Q1 2015 | $14,795,000 | +1.7% | 293,088 | +0.4% | 6.56% | +0.3% |
| Q4 2014 | $14,546,000 | +9.5% | 291,963 | +4.5% | 6.54% | +7.5% |
| Q3 2014 | $13,280,000 | +1.8% | 279,291 | +2.2% | 6.09% | +1.1% |
| Q2 2014 | $13,046,000 | +8.1% | 273,393 | +3.6% | 6.02% | +3.2% |
| Q1 2014 | $12,066,000 | +23.2% | 263,963 | +21.4% | 5.83% | +7.9% |
| Q4 2013 | $9,790,000 | +9.5% | 217,498 | -0.0% | 5.41% | +6.5% |
| Q3 2013 | $8,938,000 | +5.4% | 217,527 | -0.2% | 5.08% | +0.1% |
| Q2 2013 | $8,478,000 | – | 217,885 | – | 5.07% | – |
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% |