SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $13,495,867 | +18.1% | 242,426 | +5.8% | 6.13% | +9.7% |
| Q3 2023 | $11,427,674 | -46.3% | 229,241 | -44.3% | 5.59% | -43.9% |
| Q2 2023 | $21,273,010 | +5.4% | 411,470 | -2.5% | 9.96% | +0.1% |
| Q1 2023 | $20,184,534 | -38.8% | 421,829 | -42.7% | 9.95% | -36.7% |
| Q4 2022 | $33,002,579 | +158.8% | 736,500 | +142.5% | 15.71% | +147.3% |
| Q3 2022 | $12,753,000 | +0.4% | 303,714 | +5.6% | 6.35% | +1.4% |
| Q2 2022 | $12,708,000 | -53.1% | 287,568 | -43.3% | 6.26% | -51.4% |
| Q1 2022 | $27,098,000 | -18.5% | 507,541 | +72.6% | 12.88% | -18.6% |
| Q4 2021 | $33,238,000 | -1.2% | 294,114 | -9.2% | 15.82% | -10.9% |
| Q3 2021 | $33,646,000 | +8.0% | 323,960 | +11.3% | 17.75% | -0.9% |
| Q2 2021 | $31,156,000 | +66.2% | 290,963 | +49.2% | 17.91% | +51.9% |
| Q1 2021 | $18,741,000 | -27.9% | 194,978 | -31.8% | 11.79% | -28.3% |
| Q4 2020 | $25,997,000 | +28.2% | 285,716 | +12.2% | 16.46% | +17.4% |
| Q3 2020 | $20,283,000 | +5.1% | 254,687 | -3.1% | 14.01% | -3.8% |
| Q2 2020 | $19,302,000 | +32.6% | 262,720 | +9.0% | 14.57% | +8.4% |
| Q1 2020 | $14,560,000 | +32.4% | 240,937 | +68.4% | 13.43% | +56.8% |
| Q4 2019 | $10,998,000 | +7.5% | 143,050 | -0.7% | 8.57% | -4.9% |
| Q3 2019 | $10,228,000 | +14.1% | 144,011 | +13.3% | 9.00% | +25.0% |
| Q2 2019 | $8,962,000 | +51.8% | 127,067 | +46.5% | 7.20% | +58.0% |
| Q1 2019 | $5,903,000 | +91.4% | 86,750 | +68.6% | 4.56% | +119.2% |
| Q4 2018 | $3,084,000 | -23.5% | 51,465 | -10.1% | 2.08% | -1.3% |
| Q3 2018 | $4,029,000 | +9.1% | 57,239 | +2.3% | 2.11% | +6.6% |
| Q2 2018 | $3,693,000 | +10.2% | 55,965 | +6.5% | 1.98% | +5.8% |
| Q1 2018 | $3,352,000 | -4.0% | 52,542 | -2.9% | 1.87% | -4.8% |
| Q4 2017 | $3,493,000 | -14.4% | 54,132 | -19.2% | 1.96% | -14.3% |
| Q3 2017 | $4,081,000 | +14.8% | 66,996 | +10.1% | 2.29% | +12.2% |
| Q2 2017 | $3,556,000 | +20.2% | 60,828 | +17.3% | 2.04% | +12.3% |
| Q1 2017 | $2,958,000 | – | 51,837 | – | 1.82% | – |
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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% |