SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.19 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $22,345,718 | -6.9% | 355,391 | -9.6% | 0.06% | -6.3% |
| Q1 2024 | $24,012,539 | +9.2% | 393,328 | -0.4% | 0.06% | -12.5% |
| Q4 2023 | $21,986,754 | +301.7% | 394,955 | +259.7% | 0.07% | +166.7% |
| Q3 2023 | $5,474,078 | -69.6% | 109,810 | -68.5% | 0.03% | -61.4% |
| Q2 2023 | $18,008,432 | +12.4% | 348,321 | +4.0% | 0.07% | +84.2% |
| Q1 2023 | $16,021,137 | -15.6% | 334,946 | -19.9% | 0.04% | -68.9% |
| Q4 2022 | $18,987,985 | +277.9% | 418,285 | +249.5% | 0.12% | +103.3% |
| Q3 2022 | $5,025,000 | -68.9% | 119,682 | -67.2% | 0.06% | -66.3% |
| Q2 2022 | $16,142,000 | +13.9% | 365,297 | +34.9% | 0.18% | -19.1% |
| Q1 2022 | $14,176,000 | -19.5% | 270,767 | +73.7% | 0.22% | -17.9% |
| Q4 2021 | $17,618,000 | +1735.2% | 155,895 | +1586.4% | 0.27% | +1176.2% |
| Q3 2021 | $960,000 | +2.9% | 9,244 | +3.3% | 0.02% | +5.0% |
| Q2 2021 | $933,000 | +5.4% | 8,949 | -2.3% | 0.02% | -4.8% |
| Q1 2021 | $885,000 | +0.5% | 9,155 | -5.4% | 0.02% | -25.0% |
| Q4 2020 | $881,000 | +286.4% | 9,682 | +238.2% | 0.03% | +211.1% |
| Q3 2020 | $228,000 | +7.0% | 2,863 | -18.9% | 0.01% | -30.8% |
| Q1 2020 | $213,000 | -19.0% | 3,530 | +3.2% | 0.01% | 0.0% |
| Q4 2019 | $263,000 | +4.0% | 3,422 | -4.2% | 0.01% | -13.3% |
| Q3 2019 | $253,000 | +26.5% | 3,573 | +26.2% | 0.02% | +15.4% |
| Q2 2019 | $200,000 | -20.0% | 2,832 | -20.4% | 0.01% | -23.5% |
| Q3 2018 | $250,000 | -1.2% | 3,556 | -7.3% | 0.02% | -10.5% |
| Q2 2018 | $253,000 | -2.7% | 3,835 | -6.0% | 0.02% | -5.0% |
| Q1 2018 | $260,000 | -3.7% | 4,079 | -2.5% | 0.02% | +11.1% |
| Q4 2017 | $270,000 | +6.3% | 4,184 | +0.3% | 0.02% | 0.0% |
| Q3 2017 | $254,000 | -45.7% | 4,171 | -36.7% | 0.02% | -53.8% |
| Q2 2017 | $468,000 | +97.5% | 6,587 | +58.8% | 0.04% | +95.0% |
| Q1 2017 | $237,000 | – | 4,148 | – | 0.02% | – |
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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% |