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 | $1,234,510 | -3.6% | 24,764 | 0.0% | 0.48% | -11.2% |
| Q2 2023 | $1,280,324 | +8.0% | 24,764 | 0.0% | 0.54% | -6.6% |
| Q1 2023 | $1,184,980 | +5.0% | 24,764 | -1.6% | 0.58% | -4.0% |
| Q4 2022 | $1,128,068 | +6.7% | 25,174 | 0.0% | 0.60% | -2.1% |
| Q3 2022 | $1,057,000 | -5.4% | 25,174 | -0.4% | 0.61% | +4.6% |
| Q2 2022 | $1,117,000 | -17.2% | 25,272 | 0.0% | 0.58% | -7.9% |
| Q1 2022 | $1,349,000 | +0.1% | 25,272 | +98.6% | 0.64% | -0.5% |
| Q4 2021 | $1,347,000 | -14.5% | 12,724 | -11.4% | 0.64% | -22.1% |
| Q3 2021 | $1,575,000 | +4.0% | 14,364 | +0.7% | 0.82% | -4.0% |
| Q2 2021 | $1,515,000 | +24.4% | 14,269 | +13.3% | 0.85% | -3.6% |
| Q1 2021 | $1,218,000 | +6.9% | 12,599 | +0.7% | 0.88% | +4.4% |
| Q4 2020 | $1,139,000 | +14.2% | 12,515 | 0.0% | 0.85% | +2.8% |
| Q3 2020 | $997,000 | +15.5% | 12,515 | +6.6% | 0.82% | +8.8% |
| Q2 2020 | $863,000 | +41.9% | 11,744 | +16.7% | 0.76% | +24.7% |
| Q1 2020 | $608,000 | -41.8% | 10,062 | -25.9% | 0.61% | -36.3% |
| Q4 2019 | $1,044,000 | +8.3% | 13,578 | 0.0% | 0.95% | -6.3% |
| Q3 2019 | $964,000 | -4.5% | 13,578 | -5.1% | 1.02% | -7.7% |
| Q2 2019 | $1,009,000 | +9.2% | 14,302 | +5.3% | 1.10% | -1.0% |
| Q1 2019 | $924,000 | +11.7% | 13,581 | -1.6% | 1.11% | -4.1% |
| Q4 2018 | $827,000 | -14.9% | 13,804 | 0.0% | 1.16% | +12.5% |
| Q3 2018 | $972,000 | +6.8% | 13,804 | +0.1% | 1.03% | -8.7% |
| Q2 2018 | $910,000 | +3.3% | 13,786 | -0.2% | 1.13% | +20.0% |
| Q1 2018 | $881,000 | -12.1% | 13,816 | -11.1% | 0.94% | -14.2% |
| Q4 2017 | $1,002,000 | – | 15,534 | – | 1.10% | – |
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% |