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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,283,000 | -29.3% | 21,223 | -10.1% | 0.94% | -21.8% |
| Q4 2019 | $1,814,000 | +8.3% | 23,600 | +0.0% | 1.20% | +0.6% |
| Q3 2019 | $1,675,000 | +0.4% | 23,589 | -0.3% | 1.19% | +2.3% |
| Q2 2019 | $1,668,000 | +5.2% | 23,655 | +1.5% | 1.16% | -3.5% |
| Q1 2019 | $1,585,000 | +11.9% | 23,297 | -1.5% | 1.20% | -5.0% |
| Q4 2018 | $1,417,000 | -16.6% | 23,651 | -2.1% | 1.27% | -0.2% |
| Q3 2018 | $1,700,000 | +6.6% | 24,148 | -0.1% | 1.27% | +3.1% |
| Q2 2018 | $1,595,000 | +5.8% | 24,168 | +2.2% | 1.23% | +0.7% |
| Q1 2018 | $1,508,000 | +12.0% | 23,643 | +13.3% | 1.22% | +15.1% |
| Q4 2017 | $1,346,000 | +20.4% | 20,862 | +13.7% | 1.06% | +8.4% |
| Q3 2017 | $1,118,000 | +1.5% | 18,356 | -2.6% | 0.98% | +11.5% |
| Q2 2017 | $1,102,000 | +35.2% | 18,850 | +32.0% | 0.88% | +34.4% |
| Q1 2017 | $815,000 | +35.8% | 14,282 | +29.1% | 0.66% | +24.1% |
| Q4 2016 | $600,000 | +85.8% | 11,065 | +79.4% | 0.53% | +86.6% |
| Q3 2016 | $323,000 | -2.7% | 6,169 | -6.5% | 0.28% | -5.7% |
| Q2 2016 | $332,000 | +38.3% | 6,598 | +35.8% | 0.30% | +63.9% |
| Q1 2016 | $240,000 | -13.0% | 4,860 | -13.5% | 0.18% | -15.3% |
| Q4 2015 | $276,000 | +9.1% | 5,620 | +3.0% | 0.22% | -8.1% |
| Q3 2015 | $253,000 | -4.5% | 5,457 | +3.5% | 0.24% | -2.5% |
| Q2 2015 | $265,000 | +15.2% | 5,272 | +15.9% | 0.24% | +28.9% |
| Q1 2015 | $230,000 | -9.1% | 4,547 | -10.3% | 0.19% | -12.2% |
| Q4 2014 | $253,000 | +15.5% | 5,070 | +10.0% | 0.21% | +10.4% |
| Q3 2014 | $219,000 | – | 4,610 | – | 0.19% | – |
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% |