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 | $471,488 | -32.3% | 9,458 | -29.8% | 0.08% | -31.8% |
| Q2 2023 | $696,561 | -84.3% | 13,473 | -85.4% | 0.11% | -85.2% |
| Q1 2023 | $4,430,135 | +4.4% | 92,584 | -2.2% | 0.74% | -2.6% |
| Q4 2022 | $4,243,014 | +4.8% | 94,689 | -1.8% | 0.76% | -3.8% |
| Q3 2022 | $4,048,000 | +2.1% | 96,405 | +7.5% | 0.79% | -0.1% |
| Q2 2022 | $3,963,000 | -17.4% | 89,689 | -0.2% | 0.79% | -9.8% |
| Q1 2022 | $4,799,000 | -5.3% | 89,879 | +100.5% | 0.88% | -2.2% |
| Q4 2021 | $5,066,000 | +13.2% | 44,829 | +4.0% | 0.90% | +4.5% |
| Q3 2021 | $4,477,000 | +5.4% | 43,106 | +5.8% | 0.86% | +3.6% |
| Q2 2021 | $4,249,000 | +15.0% | 40,746 | +6.7% | 0.83% | +13.7% |
| Q1 2021 | $3,694,000 | +4.1% | 38,195 | -2.0% | 0.73% | +0.8% |
| Q4 2020 | $3,547,000 | +19.8% | 38,983 | +4.9% | 0.72% | +10.7% |
| Q3 2020 | $2,961,000 | +11.4% | 37,178 | +2.7% | 0.65% | +4.1% |
| Q2 2020 | $2,658,000 | +24.8% | 36,183 | +2.7% | 0.63% | +6.3% |
| Q1 2020 | $2,129,000 | -15.1% | 35,223 | +8.0% | 0.59% | +47.5% |
| Q4 2019 | $2,507,000 | -59.8% | 32,612 | -64.4% | 0.40% | -40.1% |
| Q2 2019 | $6,238,000 | 0.0% | 91,668 | 0.0% | 0.67% | 0.0% |
| Q1 2019 | $6,238,000 | +21.6% | 91,668 | +7.1% | 0.67% | -58.1% |
| Q4 2018 | $5,129,000 | -16.0% | 85,579 | -1.3% | 1.59% | -13.3% |
| Q3 2018 | $6,105,000 | +11.7% | 86,744 | +4.7% | 1.84% | +5.0% |
| Q2 2018 | $5,466,000 | +7.1% | 82,839 | +3.5% | 1.75% | -1.2% |
| Q1 2018 | $5,104,000 | -6.4% | 80,015 | -5.3% | 1.77% | -10.0% |
| Q4 2017 | $5,454,000 | – | 84,534 | – | 1.97% | – |
Download | ||||||
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% |