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 | $3,029,347 | -5.0% | 60,769 | -1.5% | 0.35% | +1.8% |
| Q2 2023 | $3,188,715 | -19.5% | 61,677 | -25.5% | 0.34% | -11.6% |
| Q1 2023 | $3,958,829 | +5.7% | 82,734 | -1.0% | 0.39% | +6.9% |
| Q4 2022 | $3,745,806 | +11.6% | 83,593 | +4.6% | 0.36% | -9.7% |
| Q3 2022 | $3,355,000 | -6.0% | 79,912 | -1.0% | 0.40% | +13.0% |
| Q2 2022 | $3,568,000 | -99.9% | 80,746 | -0.3% | 0.36% | 0.0% |
| Q1 2022 | $4,324,696,000 | -9.1% | 81,002 | +92.4% | 0.36% | -7.6% |
| Q4 2021 | $4,757,234,000 | +9.3% | 42,096 | +0.4% | 0.38% | +1.6% |
| Q3 2021 | $4,353,660,000 | +127760.8% | 41,919 | +28.4% | 0.38% | -11.7% |
| Q2 2021 | $3,405,000 | -17.2% | 32,652 | -23.2% | 0.43% | -1.8% |
| Q1 2021 | $4,111,000 | +3.0% | 42,507 | -3.1% | 0.44% | -13.8% |
| Q4 2020 | $3,993,000 | +6.8% | 43,882 | -1.1% | 0.51% | +0.8% |
| Q3 2020 | $3,738,000 | +12.4% | 44,384 | -1.9% | 0.50% | -6.9% |
| Q2 2020 | $3,325,000 | +21.0% | 45,260 | -0.4% | 0.54% | -6.6% |
| Q1 2020 | $2,747,000 | -25.4% | 45,457 | -5.3% | 0.58% | -9.0% |
| Q4 2019 | $3,681,000 | +231.3% | 47,999 | +206.7% | 0.63% | -17.8% |
| Q3 2019 | $1,111,000 | +20.8% | 15,648 | +19.9% | 0.77% | +106.1% |
| Q2 2019 | $920,000 | -19.9% | 13,050 | -22.7% | 0.37% | +21.4% |
| Q1 2019 | $1,149,000 | +18.3% | 16,889 | +4.2% | 0.31% | +28.9% |
| Q4 2018 | $971,000 | -50.6% | 16,205 | -42.0% | 0.24% | -14.6% |
| Q3 2018 | $1,966,000 | +122.1% | 27,932 | +108.2% | 0.28% | +3.7% |
| Q2 2018 | $885,000 | -1.2% | 13,414 | -4.5% | 0.27% | -2.9% |
| Q1 2018 | $896,000 | -13.3% | 14,042 | -12.4% | 0.28% | +7.3% |
| Q4 2017 | $1,034,000 | +259.0% | 16,022 | +239.2% | 0.26% | +175.5% |
| Q3 2017 | $288,000 | +17.1% | 4,724 | +12.5% | 0.09% | +4.4% |
| Q2 2017 | $246,000 | +2.5% | 4,200 | +0.0% | 0.09% | -4.3% |
| Q1 2017 | $240,000 | +8.6% | 4,198 | +2.9% | 0.09% | -14.5% |
| Q4 2016 | $221,000 | – | 4,079 | – | 0.11% | – |
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% |