SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $548,051 | -2.9% | 10,994 | +0.7% | 0.06% | -1.6% |
| Q2 2023 | $564,254 | +6.1% | 10,914 | -1.8% | 0.06% | +4.9% |
| Q1 2023 | $531,758 | +4.8% | 11,113 | -1.8% | 0.06% | +3.4% |
| Q4 2022 | $507,294 | +6.4% | 11,321 | -0.3% | 0.06% | -3.3% |
| Q3 2022 | $477,000 | -6.1% | 11,352 | -1.2% | 0.06% | -1.6% |
| Q2 2022 | $508,000 | -17.9% | 11,492 | -0.9% | 0.06% | -7.5% |
| Q1 2022 | $619,000 | -6.9% | 11,592 | +96.9% | 0.07% | 0.0% |
| Q4 2021 | $665,000 | +7.1% | 5,888 | -1.5% | 0.07% | -46.0% |
| Q3 2021 | $621,000 | -1.6% | 5,975 | -1.2% | 0.12% | -0.8% |
| Q2 2021 | $631,000 | +2.9% | 6,048 | -4.6% | 0.12% | -3.1% |
| Q1 2021 | $613,000 | +6.2% | 6,340 | 0.0% | 0.13% | 0.0% |
| Q4 2020 | $577,000 | -4.2% | 6,340 | -16.1% | 0.13% | -14.6% |
| Q3 2020 | $602,000 | +2.7% | 7,554 | -5.3% | 0.15% | -4.4% |
| Q2 2020 | $586,000 | +20.8% | 7,973 | -0.7% | 0.16% | +5.3% |
| Q1 2020 | $485,000 | +69.0% | 8,032 | +115.3% | 0.15% | +102.7% |
| Q4 2019 | $287,000 | +4.0% | 3,731 | -3.9% | 0.07% | -5.1% |
| Q3 2019 | $276,000 | 0.0% | 3,882 | -0.8% | 0.08% | -2.5% |
| Q2 2019 | $276,000 | -1.4% | 3,914 | -4.7% | 0.08% | -7.0% |
| Q1 2019 | $280,000 | +15.2% | 4,108 | +1.4% | 0.09% | +3.6% |
| Q4 2018 | $243,000 | -32.1% | 4,050 | -20.3% | 0.08% | -26.5% |
| Q3 2018 | $358,000 | +6.5% | 5,079 | -0.2% | 0.11% | -2.6% |
| Q2 2018 | $336,000 | +4.7% | 5,087 | +1.1% | 0.12% | -8.7% |
| Q1 2018 | $321,000 | -1.5% | 5,032 | -0.3% | 0.13% | 0.0% |
| Q4 2017 | $326,000 | +3.8% | 5,048 | -2.1% | 0.13% | +0.8% |
| Q3 2017 | $314,000 | -5.7% | 5,157 | -9.3% | 0.13% | -10.6% |
| Q2 2017 | $333,000 | -9.8% | 5,688 | -12.1% | 0.14% | -15.6% |
| Q1 2017 | $369,000 | -3.1% | 6,473 | -7.8% | 0.17% | -12.1% |
| Q4 2016 | $381,000 | +17.2% | 7,024 | +13.0% | 0.19% | +6.1% |
| Q3 2016 | $325,000 | +12.5% | 6,218 | +8.1% | 0.18% | +5.9% |
| Q2 2016 | $289,000 | +37.0% | 5,753 | +34.5% | 0.17% | -14.2% |
| Q1 2016 | $211,000 | – | 4,278 | – | 0.20% | – |
Download | ||||||
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% |