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 | $4,694,547 | +5.0% | 94,174 | +8.9% | 0.06% | -20.5% |
| Q2 2023 | $4,471,223 | +13.1% | 86,483 | +4.7% | 0.07% | +9.0% |
| Q1 2023 | $3,952,305 | -0.0% | 82,595 | -6.4% | 0.07% | -13.0% |
| Q4 2022 | $3,952,779 | +7.8% | 88,212 | +1.1% | 0.08% | -6.1% |
| Q3 2022 | $3,667,000 | -5.3% | 87,284 | -0.5% | 0.08% | 0.0% |
| Q2 2022 | $3,871,000 | -34.8% | 87,686 | -21.1% | 0.08% | +1.2% |
| Q1 2022 | $5,933,000 | +43.4% | 111,130 | +203.5% | 0.08% | -25.0% |
| Q4 2021 | $4,138,000 | +16.7% | 36,613 | +7.2% | 0.11% | +24.1% |
| Q3 2021 | $3,546,000 | -11.4% | 34,141 | -11.1% | 0.09% | -38.7% |
| Q2 2021 | $4,004,000 | +6.5% | 38,405 | -1.3% | 0.14% | -38.5% |
| Q1 2021 | $3,760,000 | -5.9% | 38,903 | -11.4% | 0.23% | -15.4% |
| Q4 2020 | $3,995,000 | +3.2% | 43,921 | -9.6% | 0.27% | -27.0% |
| Q3 2020 | $3,872,000 | -2.7% | 48,611 | -10.3% | 0.37% | -6.0% |
| Q2 2020 | $3,978,000 | +5.3% | 54,185 | -13.7% | 0.40% | -33.9% |
| Q1 2020 | $3,779,000 | +193.6% | 62,786 | +275.9% | 0.60% | +50.9% |
| Q4 2019 | $1,287,000 | +3.0% | 16,704 | -4.8% | 0.40% | -26.1% |
| Q3 2019 | $1,249,000 | +17.6% | 17,551 | +17.1% | 0.54% | +39.2% |
| Q2 2019 | $1,062,000 | -17.2% | 14,982 | -20.6% | 0.39% | -19.3% |
| Q1 2019 | $1,283,000 | +59.8% | 18,869 | +40.8% | 0.48% | -1.4% |
| Q4 2018 | $803,000 | – | 13,404 | – | 0.49% | – |
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% |