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 | $1,378,453 | -2.8% | 27,652 | +0.8% | 0.23% | +0.9% |
| Q2 2023 | $1,418,700 | +10.7% | 27,441 | +2.5% | 0.23% | +6.5% |
| Q1 2023 | $1,281,232 | +4.5% | 26,776 | -2.2% | 0.22% | +3.9% |
| Q4 2022 | $1,226,584 | +9.6% | 27,373 | +2.7% | 0.21% | -1.9% |
| Q3 2022 | $1,119,000 | -13.8% | 26,654 | -9.3% | 0.21% | -7.9% |
| Q2 2022 | $1,298,000 | -14.2% | 29,381 | +3.7% | 0.23% | -0.9% |
| Q1 2022 | $1,513,000 | -7.6% | 28,346 | +95.7% | 0.23% | -7.2% |
| Q4 2021 | $1,637,000 | +9.0% | 14,485 | +0.2% | 0.25% | -12.3% |
| Q3 2021 | $1,502,000 | +18.0% | 14,457 | +18.5% | 0.28% | +2.5% |
| Q2 2021 | $1,273,000 | +6.5% | 12,205 | -1.3% | 0.28% | 0.0% |
| Q1 2021 | $1,195,000 | +9.2% | 12,360 | +2.8% | 0.28% | -0.4% |
| Q4 2020 | $1,094,000 | +15.9% | 12,026 | +1.4% | 0.28% | +3.3% |
| Q3 2020 | $944,000 | +9.1% | 11,856 | +0.7% | 0.27% | -1.1% |
| Q2 2020 | $865,000 | +26.5% | 11,775 | +4.1% | 0.27% | +8.4% |
| Q1 2020 | $684,000 | -14.1% | 11,312 | +9.2% | 0.25% | +6.4% |
| Q4 2019 | $796,000 | +17.8% | 10,356 | +8.9% | 0.24% | +9.3% |
| Q3 2019 | $676,000 | +4.8% | 9,514 | +4.0% | 0.22% | +1.9% |
| Q2 2019 | $645,000 | +12.2% | 9,149 | +8.3% | 0.21% | +7.6% |
| Q1 2019 | $575,000 | +28.9% | 8,446 | +13.5% | 0.20% | +11.9% |
| Q4 2018 | $446,000 | -9.0% | 7,444 | +6.9% | 0.18% | +1.1% |
| Q3 2018 | $490,000 | +16.9% | 6,963 | +9.7% | 0.17% | +8.1% |
| Q2 2018 | $419,000 | +7.7% | 6,345 | +4.0% | 0.16% | +1.9% |
| Q1 2018 | $389,000 | +0.8% | 6,101 | +1.9% | 0.16% | +1.9% |
| Q4 2017 | $386,000 | +15.6% | 5,985 | +9.2% | 0.16% | +9.2% |
| Q3 2017 | $334,000 | +10.2% | 5,482 | +5.6% | 0.14% | +4.4% |
| Q2 2017 | $303,000 | +19.3% | 5,190 | +16.4% | 0.14% | +15.3% |
| Q1 2017 | $254,000 | – | 4,460 | – | 0.12% | – |
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% |