SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 925 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,789,182 | +12.1% | 34,607 | +3.8% | 0.01% | 0.0% |
| Q1 2023 | $1,595,989 | +2.2% | 33,354 | -4.3% | 0.01% | 0.0% |
| Q4 2022 | $1,561,046 | +5.5% | 34,837 | -1.1% | 0.01% | 0.0% |
| Q3 2022 | $1,479,000 | -11.1% | 35,212 | -6.4% | 0.01% | -14.3% |
| Q2 2022 | $1,663,000 | -21.9% | 37,637 | -5.6% | 0.01% | 0.0% |
| Q1 2022 | $2,129,000 | -8.8% | 39,870 | +93.0% | 0.01% | -12.5% |
| Q4 2021 | $2,334,000 | +26.6% | 20,655 | +16.4% | 0.01% | +33.3% |
| Q3 2021 | $1,843,000 | +6.3% | 17,748 | +6.7% | 0.01% | 0.0% |
| Q2 2021 | $1,734,000 | +6.7% | 16,626 | -1.1% | 0.01% | 0.0% |
| Q1 2021 | $1,625,000 | +4.9% | 16,807 | -1.3% | 0.01% | 0.0% |
| Q4 2020 | $1,549,000 | -5.2% | 17,022 | -19.9% | 0.01% | -25.0% |
| Q4 2019 | $1,634,000 | +6.0% | 21,254 | -2.0% | 0.01% | 0.0% |
| Q3 2019 | $1,541,000 | -5.0% | 21,696 | -5.7% | 0.01% | -11.1% |
| Q2 2019 | $1,622,000 | +6.9% | 23,002 | +3.2% | 0.01% | -25.0% |
| Q1 2019 | $1,517,000 | +14.5% | 22,290 | +0.9% | 0.01% | +200.0% |
| Q4 2018 | $1,325,000 | -15.6% | 22,101 | -0.8% | 0.00% | -50.0% |
| Q3 2018 | $1,569,000 | +8.1% | 22,285 | +1.4% | 0.01% | 0.0% |
| Q2 2018 | $1,451,000 | -0.1% | 21,983 | -3.5% | 0.01% | 0.0% |
| Q1 2018 | $1,453,000 | -1.5% | 22,783 | -0.3% | 0.01% | -11.1% |
| Q4 2017 | $1,475,000 | +19.7% | 22,857 | +13.0% | 0.01% | +12.5% |
| Q3 2017 | $1,232,000 | +7.0% | 20,227 | +2.7% | 0.01% | 0.0% |
| Q2 2017 | $1,151,000 | – | 19,695 | – | 0.01% | – |
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% |