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 | $362,509 | -3.6% | 7,272 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $375,962 | +8.0% | 7,272 | 0.0% | 0.02% | -9.1% |
| Q1 2023 | $347,965 | +6.8% | 7,272 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $325,859 | -54.7% | 7,272 | -57.6% | 0.02% | -57.7% |
| Q3 2022 | $720,000 | -12.7% | 17,137 | -8.2% | 0.05% | -8.8% |
| Q2 2022 | $825,000 | -17.3% | 18,672 | 0.0% | 0.06% | -6.6% |
| Q1 2022 | $997,000 | -3.9% | 18,672 | +103.4% | 0.06% | 0.0% |
| Q4 2021 | $1,038,000 | +5.4% | 9,181 | -3.2% | 0.06% | -3.2% |
| Q3 2021 | $985,000 | 0.0% | 9,481 | +0.3% | 0.06% | -3.1% |
| Q2 2021 | $985,000 | -24.4% | 9,451 | -29.8% | 0.06% | -29.3% |
| Q1 2021 | $1,303,000 | +4.0% | 13,470 | -2.2% | 0.09% | -5.2% |
| Q4 2020 | $1,253,000 | +132.5% | 13,771 | +103.4% | 0.10% | +106.4% |
| Q3 2020 | $539,000 | +8.5% | 6,771 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $497,000 | +16.9% | 6,771 | -3.8% | 0.05% | -2.1% |
| Q1 2020 | $425,000 | -21.4% | 7,040 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $541,000 | +5.0% | 7,040 | -3.0% | 0.05% | -4.0% |
| Q3 2019 | $515,000 | +0.6% | 7,257 | 0.0% | 0.05% | -3.8% |
| Q2 2019 | $512,000 | +3.6% | 7,257 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $494,000 | +13.6% | 7,257 | 0.0% | 0.05% | +2.0% |
| Q4 2018 | $435,000 | -14.9% | 7,257 | 0.0% | 0.05% | -13.6% |
| Q3 2018 | $511,000 | -46.5% | 7,257 | -50.0% | 0.06% | -3.3% |
| Q2 2018 | $956,000 | – | 14,514 | – | 0.06% | – |
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% |