SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $119 | +11800.0% | 6,100 | +24.5% | 0.01% | – |
| Q2 2023 | $1 | -75.0% | 4,900 | +6.5% | 0.00% | – |
| Q1 2023 | $4 | -95.2% | 4,600 | -18.8% | 0.00% | -100.0% |
| Q4 2022 | $83 | – | 5,662 | +102.2% | 0.01% | – |
| Q3 2022 | $0 | -100.0% | 2,800 | -57.3% | 0.00% | -100.0% |
| Q2 2022 | $26,000 | +271.4% | 6,560 | -43.4% | 0.00% | – |
| Q1 2022 | $7,000 | +75.0% | 11,600 | +197.4% | 0.00% | – |
| Q4 2021 | $4,000 | +300.0% | 3,900 | +254.5% | 0.00% | – |
| Q3 2021 | $1,000 | – | 1,100 | -47.6% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 2,100 | +23.5% | 0.00% | -100.0% |
| Q1 2021 | $41,000 | +1266.7% | 1,700 | +88.9% | 0.00% | – |
| Q4 2020 | $3,000 | -75.0% | 900 | -82.0% | 0.00% | -100.0% |
| Q3 2020 | $12,000 | -20.0% | 5,000 | -30.6% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | +200.0% | 7,200 | +380.0% | 0.00% | – |
| Q1 2020 | $5,000 | +150.0% | 1,500 | +50.0% | 0.00% | – |
| Q4 2019 | $2,000 | – | 1,000 | -9.1% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 1,100 | -77.1% | 0.00% | -100.0% |
| Q2 2019 | $46,000 | -20.7% | 4,799 | -72.4% | 0.00% | -20.0% |
| Q1 2019 | $58,000 | +314.3% | 17,399 | +1059.9% | 0.01% | +400.0% |
| Q4 2018 | $14,000 | – | 1,500 | +25.0% | 0.00% | – |
| Q1 2018 | $0 | – | 1,200 | +7900.0% | 0.00% | – |
| Q2 2017 | $0 | – | 15 | -87.0% | 0.00% | – |
| Q1 2017 | $0 | -100.0% | 115 | -98.8% | 0.00% | – |
| Q4 2016 | $9,000 | +80.0% | 9,214 | +124.7% | 0.00% | – |
| Q3 2016 | $5,000 | 0.0% | 4,100 | -30.5% | 0.00% | – |
| Q2 2016 | $5,000 | +400.0% | 5,900 | -23.4% | 0.00% | – |
| Q1 2016 | $1,000 | -87.5% | 7,700 | -55.0% | 0.00% | – |
| Q4 2015 | $8,000 | – | 17,100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,241,990 | $140,357,000 | 41.02% |
| Evergreen Advisors, LLC | 988,458 | $111,706,000 | 38.11% |
| Socha Financial Group, LLC | 437,907 | $49,487,823 | 37.57% |
| Strid Group, LLC | 1,183,312 | $133,748,000 | 27.41% |
| Morton Brown Family Wealth, LLC | 312,427 | $35,314,000 | 27.06% |
| AGILIS PARTNERS LLC | 472,544 | $53,402,000 | 26.72% |
| Members Advisory Group LLC | 357,871 | $40,442,000 | 26.70% |
| Evensky & Katz LLC | 2,001,636 | $226,205,000 | 21.79% |
| JBJ Investment Partners, LLC | 802,463 | $90,686,000 | 18.71% |
| Hanson & Doremus Investment Management | 773,553 | $87,419,000 | 18.70% |