SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $36,079 | -52.1% | 754 | -55.2% | 0.01% | -50.0% |
| Q4 2022 | $75,370 | +318.7% | 1,682 | +296.7% | 0.01% | +233.3% |
| Q3 2022 | $18,000 | -5.3% | 424 | -0.2% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | -17.4% | 425 | -0.9% | 0.00% | 0.0% |
| Q1 2022 | $23,000 | -8.0% | 429 | +95.9% | 0.00% | -25.0% |
| Q4 2021 | $25,000 | +8.7% | 219 | -2.2% | 0.00% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 224 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | +4.5% | 224 | 0.0% | 0.00% | -55.6% |
| Q1 2021 | $22,000 | -60.0% | 224 | -63.1% | 0.01% | -64.0% |
| Q4 2020 | $55,000 | +14.6% | 607 | 0.0% | 0.02% | +31.6% |
| Q3 2020 | $48,000 | -67.3% | 607 | -69.7% | 0.02% | -69.8% |
| Q2 2020 | $147,000 | +21.5% | 2,002 | 0.0% | 0.06% | +5.0% |
| Q1 2020 | $121,000 | -24.4% | 2,002 | -3.8% | 0.06% | -3.2% |
| Q4 2019 | $160,000 | +15.1% | 2,081 | +6.6% | 0.06% | 0.0% |
| Q3 2019 | $139,000 | +0.7% | 1,952 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $138,000 | +1.5% | 1,952 | -2.2% | 0.06% | +3.3% |
| Q1 2019 | $136,000 | -64.2% | 1,996 | -68.6% | 0.06% | -67.4% |
| Q4 2018 | $380,000 | +12.4% | 6,348 | +32.0% | 0.18% | +30.5% |
| Q3 2018 | $338,000 | +7.0% | 4,808 | +0.3% | 0.14% | +0.7% |
| Q2 2018 | $316,000 | +3.3% | 4,796 | 0.0% | 0.14% | -1.4% |
| Q1 2018 | $306,000 | +3.4% | 4,796 | +4.4% | 0.14% | +9.2% |
| Q4 2017 | $296,000 | +7.2% | 4,594 | +1.4% | 0.13% | -3.7% |
| Q3 2017 | $276,000 | +4.2% | 4,531 | -0.1% | 0.14% | 0.0% |
| Q2 2017 | $265,000 | +63.6% | 4,537 | +59.4% | 0.14% | +58.8% |
| Q1 2017 | $162,000 | 0.0% | 2,847 | -4.9% | 0.08% | 0.0% |
| Q4 2016 | $162,000 | +3.8% | 2,994 | +0.6% | 0.08% | 0.0% |
| Q3 2016 | $156,000 | +0.6% | 2,977 | -3.3% | 0.08% | -1.2% |
| Q2 2016 | $155,000 | +2.6% | 3,079 | +0.5% | 0.09% | +2.4% |
| Q1 2016 | $151,000 | +0.7% | 3,065 | +0.5% | 0.08% | 0.0% |
| Q4 2015 | $150,000 | +6.4% | 3,051 | +0.5% | 0.08% | -1.2% |
| Q3 2015 | $141,000 | +1.4% | 3,036 | +9.5% | 0.08% | +6.2% |
| Q2 2015 | $139,000 | 0.0% | 2,772 | +0.3% | 0.08% | -8.0% |
| Q1 2015 | $139,000 | +11.2% | 2,763 | +9.7% | 0.09% | +13.0% |
| Q4 2014 | $125,000 | +5.0% | 2,518 | +0.3% | 0.08% | +2.7% |
| Q3 2014 | $119,000 | 0.0% | 2,511 | +0.3% | 0.08% | +4.2% |
| Q2 2014 | $119,000 | 0.0% | 2,503 | -4.1% | 0.07% | -7.7% |
| Q1 2014 | $119,000 | +35.2% | 2,610 | +33.8% | 0.08% | +41.8% |
| Q4 2013 | $88,000 | +17.3% | 1,950 | +6.5% | 0.06% | -3.5% |
| Q3 2013 | $75,000 | +87.5% | 1,831 | +79.3% | 0.06% | +90.0% |
| Q2 2013 | $40,000 | +2.6% | 1,021 | 0.0% | 0.03% | -30.2% |
| Q1 2013 | $39,000 | – | 1,021 | – | 0.04% | – |
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% |