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 | $969,430 | +40.0% | 19,447 | +45.2% | 0.22% | +42.4% |
| Q2 2023 | $692,324 | +13.2% | 13,391 | +4.7% | 0.16% | +8.2% |
| Q1 2023 | $611,711 | +8.8% | 12,784 | +1.9% | 0.15% | -14.6% |
| Q4 2022 | $562,087 | +4.3% | 12,544 | -2.3% | 0.17% | -6.0% |
| Q3 2022 | $539,000 | -4.3% | 12,842 | +0.9% | 0.18% | -3.2% |
| Q2 2022 | $563,000 | -17.7% | 12,730 | -0.6% | 0.19% | -11.3% |
| Q1 2022 | $684,000 | -6.6% | 12,809 | +97.7% | 0.21% | -7.0% |
| Q4 2021 | $732,000 | +8.3% | 6,479 | -0.4% | 0.23% | -2.1% |
| Q3 2021 | $676,000 | -4.0% | 6,506 | -3.6% | 0.23% | -12.1% |
| Q2 2021 | $704,000 | +7.2% | 6,750 | -0.7% | 0.26% | -2.9% |
| Q1 2021 | $657,000 | +3.1% | 6,796 | -2.9% | 0.27% | -6.2% |
| Q4 2020 | $637,000 | +12.3% | 6,997 | -1.7% | 0.29% | -4.9% |
| Q3 2020 | $567,000 | +1.1% | 7,117 | -6.9% | 0.31% | -10.5% |
| Q2 2020 | $561,000 | +24.7% | 7,642 | +2.6% | 0.34% | +1.8% |
| Q1 2020 | $450,000 | -34.8% | 7,449 | -17.0% | 0.34% | -32.1% |
| Q4 2019 | $690,000 | -26.0% | 8,975 | -31.7% | 0.50% | -32.9% |
| Q3 2019 | $933,000 | -2.3% | 13,144 | -2.9% | 0.74% | -9.9% |
| Q2 2019 | $955,000 | +14.5% | 13,542 | +10.5% | 0.82% | +6.9% |
| Q1 2019 | $834,000 | -9.3% | 12,255 | -20.2% | 0.77% | -21.4% |
| Q4 2018 | $920,000 | – | 15,353 | – | 0.97% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,185,199 | $108,932,164 | 39.30% |
| HT Partners LLC | 2,221,348 | $110,734,202 | 33.09% |
| Socha Financial Group, LLC | 995,743 | $49,637,787 | 26.40% |
| Morton Brown Family Wealth, LLC | 1,007,164 | $50,207,111 | 25.67% |
| Strid Group, LLC | 2,452,051 | $122,234,750 | 25.55% |
| Members Advisory Group LLC | 747,794 | $37,277,554 | 24.08% |
| MYECFO, LLC | 690,115 | $34,466,005 | 23.90% |
| FREEDOM WEALTH ALLIANCE, LLC | 270,045 | $13,461,742 | 22.15% |
| Hanson & Doremus Investment Management | 1,898,228 | $94,627 | 19.52% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,985,574 | $148,830,844 | 19.42% |