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 | $1,078,175 | -2.7% | 21,628 | +0.9% | 0.05% | -4.0% |
| Q2 2023 | $1,107,650 | +8.1% | 21,425 | +0.1% | 0.05% | -2.0% |
| Q1 2023 | $1,024,230 | +4.4% | 21,405 | -2.2% | 0.05% | -7.3% |
| Q4 2022 | $980,619 | -16.8% | 21,884 | -22.1% | 0.06% | -12.7% |
| Q3 2022 | $1,179,000 | +410.4% | 28,087 | +550.2% | 0.06% | +293.8% |
| Q1 2022 | $231,000 | +2.2% | 4,320 | +98.6% | 0.02% | 0.0% |
| Q3 2021 | $226,000 | -0.4% | 2,175 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $227,000 | -12.7% | 2,175 | -49.4% | 0.02% | -61.9% |
| Q1 2020 | $260,000 | -28.0% | 4,295 | -8.6% | 0.04% | -20.8% |
| Q4 2019 | $361,000 | -2.4% | 4,700 | -9.7% | 0.05% | -11.7% |
| Q3 2019 | $370,000 | +3.6% | 5,204 | +2.8% | 0.06% | -1.6% |
| Q2 2019 | $357,000 | -11.2% | 5,063 | -14.2% | 0.06% | -17.6% |
| Q1 2019 | $402,000 | +19.3% | 5,904 | +4.9% | 0.07% | -2.6% |
| Q4 2018 | $337,000 | -15.1% | 5,629 | -0.3% | 0.08% | -24.8% |
| Q3 2018 | $397,000 | +17.1% | 5,645 | +9.9% | 0.10% | +9.8% |
| Q2 2018 | $339,000 | -12.2% | 5,138 | -15.1% | 0.09% | -16.4% |
| Q1 2018 | $386,000 | -0.3% | 6,052 | +0.8% | 0.11% | -4.3% |
| Q4 2017 | $387,000 | +80.8% | 6,005 | +70.8% | 0.12% | +43.8% |
| Q3 2017 | $214,000 | +2.4% | 3,515 | -1.5% | 0.08% | -9.1% |
| Q2 2017 | $209,000 | – | 3,568 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,241,990 | $140,357,000 | 41.02% |
| Evergreen Advisors, LLC | 988,458 | $111,706,000 | 38.11% |
| Socha Financial Group, LLC | 437,907 | $49,487,823 | 37.57% |
| Strid Group, LLC | 1,183,312 | $133,748,000 | 27.41% |
| Morton Brown Family Wealth, LLC | 312,427 | $35,314,000 | 27.06% |
| AGILIS PARTNERS LLC | 472,544 | $53,402,000 | 26.72% |
| Members Advisory Group LLC | 357,871 | $40,442,000 | 26.70% |
| Evensky & Katz LLC | 2,001,636 | $226,205,000 | 21.79% |
| JBJ Investment Partners, LLC | 802,463 | $90,686,000 | 18.71% |
| Hanson & Doremus Investment Management | 773,553 | $87,419,000 | 18.70% |