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 | $2,565,233 | +1.8% | 51,459 | +5.6% | 0.44% | +1.8% |
| Q2 2023 | $2,519,720 | +1103.5% | 48,737 | +1014.0% | 0.43% | +1012.8% |
| Q1 2023 | $209,360 | -19.8% | 4,375 | -29.5% | 0.04% | -32.8% |
| Q3 2022 | $261,000 | -4.7% | 6,208 | 0.0% | 0.06% | -4.9% |
| Q2 2022 | $274,000 | -22.8% | 6,208 | -6.7% | 0.06% | -12.9% |
| Q1 2022 | $355,000 | -5.6% | 6,654 | +99.9% | 0.07% | -6.7% |
| Q4 2021 | $376,000 | -7.4% | 3,328 | -14.8% | 0.08% | -15.7% |
| Q3 2021 | $406,000 | -0.2% | 3,905 | 0.0% | 0.09% | -4.3% |
| Q2 2021 | $407,000 | +7.7% | 3,905 | 0.0% | 0.09% | -8.8% |
| Q1 2021 | $378,000 | +6.5% | 3,905 | 0.0% | 0.10% | -8.1% |
| Q4 2020 | $355,000 | -3.0% | 3,905 | -15.0% | 0.11% | -16.5% |
| Q3 2020 | $366,000 | +28.4% | 4,595 | +18.6% | 0.13% | +25.5% |
| Q2 2020 | $285,000 | +21.8% | 3,873 | -0.0% | 0.11% | +2.9% |
| Q1 2020 | $234,000 | -21.5% | 3,874 | 0.0% | 0.10% | -6.4% |
| Q4 2019 | $298,000 | +8.4% | 3,874 | 0.0% | 0.11% | +1.9% |
| Q3 2019 | $275,000 | +0.7% | 3,874 | +0.0% | 0.11% | -5.3% |
| Q2 2019 | $273,000 | -10.2% | 3,873 | -13.2% | 0.11% | -20.8% |
| Q1 2019 | $304,000 | +13.9% | 4,460 | 0.0% | 0.14% | -0.7% |
| Q4 2018 | $267,000 | -15.0% | 4,460 | 0.0% | 0.14% | -6.5% |
| Q3 2018 | $314,000 | +6.8% | 4,460 | 0.0% | 0.16% | -6.6% |
| Q2 2018 | $294,000 | +3.2% | 4,460 | 0.0% | 0.17% | -2.4% |
| Q1 2018 | $285,000 | -1.0% | 4,460 | 0.0% | 0.17% | -8.1% |
| Q4 2017 | $288,000 | -35.3% | 4,460 | -39.0% | 0.18% | -40.9% |
| Q3 2017 | $445,000 | – | 7,306 | – | 0.31% | – |
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% |