SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 939 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,803 | +9.5% | 32,392 | -1.9% | 0.88% | -3.0% |
| Q3 2023 | $1,646 | -3.2% | 33,025 | +0.4% | 0.91% | -4.6% |
| Q2 2023 | $1,700 | +102.9% | 32,888 | +87.7% | 0.95% | +73.7% |
| Q1 2023 | $838 | +4.1% | 17,521 | -2.4% | 0.55% | -7.4% |
| Q4 2022 | $805 | -99.9% | 17,954 | +2.6% | 0.59% | +28.8% |
| Q3 2022 | $735,000 | -7.4% | 17,494 | -2.6% | 0.46% | -2.8% |
| Q2 2022 | $794,000 | -94.5% | 17,969 | -93.4% | 0.47% | -91.3% |
| Q1 2022 | $14,530,000 | -3.7% | 272,140 | +103.9% | 5.41% | +37.0% |
| Q4 2021 | $15,086,000 | +11.1% | 133,489 | +2.1% | 3.95% | +7.1% |
| Q3 2021 | $13,578,000 | -0.0% | 130,735 | +0.4% | 3.69% | -4.0% |
| Q2 2021 | $13,583,000 | +4.5% | 130,266 | -3.1% | 3.84% | -3.2% |
| Q1 2021 | $12,998,000 | +4.3% | 134,402 | -1.9% | 3.97% | -11.3% |
| Q4 2020 | $12,465,000 | -32.0% | 136,990 | -40.5% | 4.48% | -40.8% |
| Q3 2020 | $18,341,000 | +8.1% | 230,296 | -0.3% | 7.56% | -13.4% |
| Q2 2020 | $16,974,000 | +40.5% | 231,034 | +47.0% | 8.74% | +38.1% |
| Q4 2019 | $12,082,000 | +7.6% | 157,156 | -0.6% | 6.33% | +0.4% |
| Q3 2019 | $11,227,000 | -34.0% | 158,084 | -34.5% | 6.30% | -31.6% |
| Q2 2019 | $17,012,000 | +4.6% | 241,197 | +0.9% | 9.22% | -3.5% |
| Q1 2019 | $16,263,000 | +2489.6% | 238,980 | +1810.9% | 9.56% | +2525.0% |
| Q2 2015 | $628,000 | +8.1% | 12,506 | +8.7% | 0.36% | +18.6% |
| Q1 2015 | $581,000 | +10.0% | 11,508 | +8.5% | 0.31% | +44.8% |
| Q4 2014 | $528,000 | – | 10,606 | – | 0.21% | – |
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% |