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 2023 | $288,332 | -3.5% | 5,784 | +0.1% | 0.09% | -1.1% |
| Q2 2023 | $298,826 | +8.0% | 5,780 | 0.0% | 0.09% | +4.7% |
| Q1 2023 | $276,573 | +10.0% | 5,780 | +3.0% | 0.09% | +2.4% |
| Q4 2022 | $251,384 | +6.5% | 5,610 | 0.0% | 0.08% | -11.6% |
| Q3 2022 | $236,000 | -4.8% | 5,610 | 0.0% | 0.10% | +10.5% |
| Q2 2022 | $248,000 | -17.3% | 5,610 | 0.0% | 0.09% | -4.4% |
| Q1 2022 | $300,000 | -5.4% | 5,610 | +100.0% | 0.09% | -13.5% |
| Q4 2021 | $317,000 | +9.7% | 2,805 | +0.8% | 0.10% | +13.0% |
| Q3 2021 | $289,000 | -0.3% | 2,784 | 0.0% | 0.09% | -12.4% |
| Q2 2021 | $290,000 | +7.8% | 2,784 | 0.0% | 0.10% | +6.1% |
| Q1 2021 | $269,000 | +6.3% | 2,784 | 0.0% | 0.10% | +13.8% |
| Q4 2020 | $253,000 | +14.0% | 2,784 | 0.0% | 0.09% | +4.8% |
| Q3 2020 | $222,000 | +8.3% | 2,784 | 0.0% | 0.08% | 0.0% |
| Q2 2020 | $205,000 | +22.0% | 2,784 | 0.0% | 0.08% | +10.7% |
| Q1 2020 | $168,000 | -21.5% | 2,784 | 0.0% | 0.08% | -10.7% |
| Q4 2019 | $214,000 | +8.1% | 2,784 | 0.0% | 0.08% | +2.4% |
| Q3 2019 | $198,000 | +1.0% | 2,784 | 0.0% | 0.08% | -4.7% |
| Q2 2019 | $196,000 | +3.7% | 2,784 | 0.0% | 0.09% | +1.2% |
| Q1 2019 | $189,000 | +13.2% | 2,784 | 0.0% | 0.08% | +7.6% |
| Q4 2018 | $167,000 | -14.8% | 2,784 | 0.0% | 0.08% | -11.2% |
| Q3 2018 | $196,000 | +15.3% | 2,784 | +8.2% | 0.09% | +9.9% |
| Q2 2018 | $170,000 | +3.7% | 2,574 | 0.0% | 0.08% | -2.4% |
| Q1 2018 | $164,000 | -1.2% | 2,574 | 0.0% | 0.08% | -19.4% |
| Q4 2017 | $166,000 | +5.7% | 2,574 | 0.0% | 0.10% | 0.0% |
| Q3 2017 | $157,000 | -2.5% | 2,574 | -6.9% | 0.10% | -7.2% |
| Q2 2017 | $161,000 | +9.5% | 2,766 | +7.5% | 0.11% | +4.7% |
| Q1 2017 | $147,000 | -23.4% | 2,574 | -27.3% | 0.11% | -38.0% |
| Q4 2016 | $192,000 | +4.3% | 3,541 | +0.5% | 0.17% | -12.8% |
| Q3 2016 | $184,000 | +4.5% | 3,525 | +0.4% | 0.20% | +0.5% |
| Q2 2016 | $176,000 | +1.7% | 3,511 | +0.3% | 0.20% | +23.4% |
| Q1 2016 | $173,000 | +1.8% | 3,502 | +0.7% | 0.16% | +16.2% |
| Q4 2015 | $170,000 | +6.9% | 3,479 | +1.3% | 0.14% | -31.3% |
| Q3 2015 | $159,000 | -11.2% | 3,435 | -3.8% | 0.20% | +1.5% |
| Q2 2015 | $179,000 | +4.1% | 3,570 | +4.9% | 0.20% | +11.4% |
| Q1 2015 | $172,000 | +1.8% | 3,404 | +0.4% | 0.18% | -2.8% |
| Q4 2014 | $169,000 | – | 3,390 | – | 0.18% | – |
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% |