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 | $3,324,895 | -8.4% | 66,698 | -4.9% | 0.12% | -6.0% |
| Q2 2023 | $3,627,841 | -31.8% | 70,171 | -36.9% | 0.13% | -35.1% |
| Q1 2023 | $5,318,480 | -19.9% | 111,149 | -25.0% | 0.20% | -24.4% |
| Q4 2022 | $6,642,732 | +6.7% | 148,242 | -0.0% | 0.27% | -4.9% |
| Q3 2022 | $6,225,000 | -14.3% | 148,259 | -9.8% | 0.28% | -9.5% |
| Q2 2022 | $7,260,000 | -26.9% | 164,285 | -11.6% | 0.32% | -14.9% |
| Q1 2022 | $9,926,000 | -27.4% | 185,914 | +53.7% | 0.37% | -25.1% |
| Q4 2021 | $13,668,000 | +6.6% | 120,943 | -2.0% | 0.49% | -7.5% |
| Q3 2021 | $12,818,000 | -64.1% | 123,416 | -64.0% | 0.53% | -63.2% |
| Q2 2021 | $35,699,000 | +17.3% | 342,372 | +8.8% | 1.45% | +6.4% |
| Q1 2021 | $30,428,000 | +0.9% | 314,629 | -5.1% | 1.36% | -6.4% |
| Q4 2020 | $30,164,000 | +8.7% | 331,512 | -4.8% | 1.46% | -5.8% |
| Q3 2020 | $27,744,000 | -4.6% | 348,368 | -12.0% | 1.55% | -9.8% |
| Q2 2020 | $29,091,000 | +19.2% | 395,952 | -2.0% | 1.72% | +1.8% |
| Q1 2020 | $24,408,000 | -46.1% | 403,907 | -31.5% | 1.68% | -34.4% |
| Q4 2019 | $45,322,000 | +31.5% | 589,516 | +26.5% | 2.57% | +22.6% |
| Q3 2019 | $34,464,000 | +14.7% | 466,183 | +9.4% | 2.10% | -4.2% |
| Q2 2019 | $30,050,000 | -2.6% | 426,067 | -6.0% | 2.19% | -5.2% |
| Q1 2019 | $30,855,000 | -55.8% | 453,418 | -61.0% | 2.31% | -57.0% |
| Q4 2018 | $69,755,000 | +188.8% | 1,163,943 | +239.2% | 5.37% | +207.4% |
| Q3 2018 | $24,152,000 | -40.3% | 343,114 | -44.0% | 1.75% | -43.6% |
| Q2 2018 | $40,427,000 | -1.9% | 612,616 | -5.2% | 3.10% | -5.3% |
| Q1 2018 | $41,228,000 | -14.8% | 646,309 | -13.9% | 3.27% | -14.4% |
| Q4 2017 | $48,411,000 | +41.0% | 750,329 | +33.1% | 3.82% | +30.3% |
| Q3 2017 | $34,343,000 | -1.2% | 563,830 | -5.2% | 2.93% | -10.3% |
| Q2 2017 | $34,759,000 | -25.2% | 594,571 | -27.0% | 3.27% | -24.7% |
| Q1 2017 | $46,495,000 | -13.0% | 814,851 | -17.4% | 4.34% | -18.4% |
| Q4 2016 | $53,435,000 | +79.3% | 986,242 | +73.1% | 5.33% | +56.3% |
| Q3 2016 | $29,804,000 | +3.7% | 569,653 | -0.3% | 3.41% | -3.5% |
| Q2 2016 | $28,752,000 | -7.0% | 571,615 | -8.9% | 3.53% | -6.4% |
| Q1 2016 | $30,929,000 | -42.3% | 627,621 | -42.6% | 3.77% | -44.5% |
| Q4 2015 | $53,585,000 | – | 1,092,681 | – | 6.79% | – |
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% |