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 | $4,220,156 | +92.3% | 84,658 | +99.4% | 0.27% | -0.4% |
| Q2 2023 | $2,194,971 | -47.7% | 42,456 | -51.6% | 0.27% | -0.4% |
| Q1 2023 | $4,194,185 | +102.7% | 87,652 | +89.8% | 0.27% | -1.8% |
| Q4 2022 | $2,069,585 | -27.9% | 46,186 | -25.3% | 0.28% | -25.8% |
| Q3 2022 | $2,869,000 | -9.4% | 61,826 | -3.4% | 0.37% | -6.1% |
| Q2 2022 | $3,168,000 | +5.0% | 64,009 | -2.8% | 0.40% | -0.5% |
| Q1 2022 | $3,017,000 | -21.7% | 65,825 | +93.1% | 0.40% | -7.2% |
| Q4 2021 | $3,853,000 | +1.3% | 34,096 | -1.1% | 0.43% | -0.5% |
| Q3 2021 | $3,802,000 | +2.9% | 34,478 | -0.9% | 0.43% | +0.7% |
| Q2 2021 | $3,695,000 | +2.0% | 34,779 | -2.4% | 0.43% | -2.9% |
| Q1 2021 | $3,622,000 | +4.9% | 35,643 | -0.4% | 0.44% | -3.1% |
| Q4 2020 | $3,452,000 | +17.1% | 35,776 | -3.4% | 0.46% | +2.0% |
| Q3 2020 | $2,949,000 | +2.4% | 37,028 | -5.5% | 0.45% | -7.3% |
| Q2 2020 | $2,880,000 | +18.0% | 39,200 | -2.9% | 0.48% | +0.4% |
| Q1 2020 | $2,440,000 | -24.6% | 40,373 | -4.0% | 0.48% | -7.2% |
| Q4 2019 | $3,235,000 | -2.6% | 42,076 | -10.0% | 0.52% | -11.2% |
| Q3 2019 | $3,321,000 | -0.3% | 46,760 | -1.0% | 0.58% | -2.8% |
| Q2 2019 | $3,332,000 | +3.4% | 47,237 | -0.2% | 0.60% | -0.3% |
| Q1 2019 | $3,222,000 | +14.8% | 47,348 | +1.1% | 0.60% | +3.4% |
| Q4 2018 | $2,806,000 | -12.7% | 46,823 | +2.5% | 0.58% | -7.9% |
| Q3 2018 | $3,216,000 | +7.8% | 45,694 | +1.1% | 0.63% | 0.0% |
| Q2 2018 | $2,982,000 | +3.0% | 45,196 | -0.4% | 0.63% | +0.3% |
| Q1 2018 | $2,896,000 | -0.0% | 45,398 | +1.1% | 0.63% | +1.6% |
| Q4 2017 | $2,897,000 | +3.4% | 44,901 | -2.4% | 0.62% | -2.1% |
| Q3 2017 | $2,802,000 | +1.1% | 45,997 | -3.0% | 0.63% | -1.4% |
| Q2 2017 | $2,772,000 | +2.9% | 47,412 | +0.5% | 0.64% | +0.3% |
| Q1 2017 | $2,693,000 | +8.1% | 47,194 | +2.6% | 0.64% | -0.9% |
| Q4 2016 | $2,492,000 | +15.2% | 45,990 | +11.2% | 0.64% | +9.9% |
| Q3 2016 | $2,164,000 | +26.0% | 41,363 | +21.2% | 0.59% | +22.9% |
| Q2 2016 | $1,717,000 | +6.1% | 34,141 | +4.0% | 0.48% | +1.9% |
| Q1 2016 | $1,618,000 | -0.9% | 32,829 | -1.3% | 0.47% | -3.7% |
| Q4 2015 | $1,632,000 | +23.9% | 33,270 | +17.2% | 0.49% | +11.0% |
| Q3 2015 | $1,317,000 | +8.5% | 28,393 | +17.5% | 0.44% | +14.7% |
| Q2 2015 | $1,214,000 | – | 24,169 | – | 0.38% | – |
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% |