SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 935 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,144 | +3.0% | 50 | 0.0% | 0.00% | – |
| Q1 2024 | $3,053 | -6.5% | 50 | -15.3% | 0.00% | – |
| Q4 2023 | $3,266 | +11.7% | 59 | 0.0% | 0.00% | – |
| Q3 2023 | $2,923 | -92.7% | 59 | -92.4% | 0.00% | -100.0% |
| Q2 2023 | $39,943 | +1569.2% | 773 | +1446.0% | 0.00% | – |
| Q1 2023 | $2,393 | -73.3% | 50 | -75.0% | 0.00% | -100.0% |
| Q4 2022 | $8,962 | +12.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -11.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | -52.2% | 200 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $23,000 | +130.0% | 200 | +100.0% | 0.00% | +100.0% |
| Q3 2021 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | -73.1% | 100 | -77.0% | 0.00% | -80.0% |
| Q1 2020 | $26,000 | -43.5% | 435 | -27.5% | 0.01% | -37.5% |
| Q4 2019 | $46,000 | +7.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $43,000 | -25.9% | 600 | -27.3% | 0.01% | -27.3% |
| Q2 2019 | $58,000 | +3.6% | 825 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $56,000 | +51.4% | 825 | +32.0% | 0.01% | +37.5% |
| Q4 2018 | $37,000 | – | 625 | – | 0.01% | – |
| Q3 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2018 | $42,000 | +7.7% | 615 | 0.0% | 0.01% | +12.5% |
| Q1 2018 | $39,000 | -2.5% | 615 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $40,000 | +8.1% | 615 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $37,000 | – | 615 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,185,199 | $108,932,164 | 39.30% |
| HT Partners LLC | 2,221,348 | $110,734,202 | 33.09% |
| Socha Financial Group, LLC | 995,743 | $49,637,787 | 26.40% |
| Morton Brown Family Wealth, LLC | 1,007,164 | $50,207,111 | 25.67% |
| Strid Group, LLC | 2,452,051 | $122,234,750 | 25.55% |
| Members Advisory Group LLC | 747,794 | $37,277,554 | 24.08% |
| MYECFO, LLC | 690,115 | $34,466,005 | 23.90% |
| FREEDOM WEALTH ALLIANCE, LLC | 270,045 | $13,461,742 | 22.15% |
| Hanson & Doremus Investment Management | 1,898,228 | $94,627 | 19.52% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,985,574 | $148,830,844 | 19.42% |