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 2019 | $10,727,000 | -89.2% | 151,036 | -89.3% | 0.08% | -89.0% |
| Q2 2019 | $99,161,000 | -9.0% | 1,405,936 | -12.2% | 0.68% | -14.7% |
| Q1 2019 | $108,964,000 | +33.5% | 1,601,236 | +17.6% | 0.80% | +8.0% |
| Q4 2018 | $81,633,000 | +41.6% | 1,362,136 | +66.3% | 0.74% | +73.0% |
| Q3 2018 | $57,659,000 | +6.7% | 819,136 | 0.0% | 0.43% | -42.0% |
| Q2 2018 | $54,055,000 | -0.1% | 819,136 | -3.4% | 0.74% | +3.8% |
| Q1 2018 | $54,103,000 | -47.6% | 848,136 | -47.0% | 0.71% | -48.8% |
| Q4 2017 | $103,312,000 | -13.8% | 1,601,236 | -18.7% | 1.38% | -36.6% |
| Q3 2017 | $119,897,000 | -20.5% | 1,968,436 | -23.7% | 2.18% | -16.7% |
| Q2 2017 | $150,770,000 | -1.4% | 2,579,036 | -3.7% | 2.62% | -8.2% |
| Q1 2017 | $152,843,000 | +9.7% | 2,678,636 | +4.1% | 2.85% | -8.4% |
| Q4 2016 | $139,375,000 | -12.2% | 2,572,436 | -15.3% | 3.12% | -5.1% |
| Q3 2016 | $158,818,000 | +24.4% | 3,035,506 | +19.6% | 3.28% | -0.3% |
| Q2 2016 | $127,652,000 | +20.1% | 2,537,806 | +17.6% | 3.29% | +14.2% |
| Q1 2016 | $106,312,000 | +1809.0% | 2,157,297 | +1742.0% | 2.88% | +1335.3% |
| Q3 2014 | $5,569,000 | +32.9% | 117,114 | +33.4% | 0.20% | +116.1% |
| Q2 2014 | $4,190,000 | +4.4% | 87,804 | 0.0% | 0.09% | -8.8% |
| Q1 2014 | $4,014,000 | +1.6% | 87,804 | 0.0% | 0.10% | -38.6% |
| Q4 2013 | $3,952,000 | – | 87,804 | – | 0.17% | – |
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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% |