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 | $6,136,027 | -0.2% | 123,090 | +3.5% | 4.29% | -5.0% |
| Q2 2023 | $6,150,632 | +6.8% | 118,968 | -1.1% | 4.52% | +3.2% |
| Q1 2023 | $5,757,236 | -6.0% | 120,318 | -12.0% | 4.38% | -10.1% |
| Q4 2022 | $6,124,000 | +33.4% | 136,662 | +25.0% | 4.87% | +19.3% |
| Q3 2022 | $4,591,000 | +12.0% | 109,325 | +17.8% | 4.08% | +21.2% |
| Q2 2022 | $4,100,000 | -7.5% | 92,789 | +11.8% | 3.37% | +3.3% |
| Q1 2022 | $4,431,000 | +21.2% | 83,002 | +156.5% | 3.26% | +28.5% |
| Q4 2021 | $3,657,000 | +6.2% | 32,356 | -2.4% | 2.54% | +1.1% |
| Q3 2021 | $3,444,000 | -14.1% | 33,159 | -13.7% | 2.51% | -16.2% |
| Q2 2021 | $4,008,000 | +3.8% | 38,438 | -3.8% | 3.00% | -7.0% |
| Q1 2021 | $3,862,000 | +49.0% | 39,938 | +40.2% | 3.22% | +44.9% |
| Q4 2020 | $2,592,000 | +48.7% | 28,487 | +30.2% | 2.22% | +26.8% |
| Q3 2020 | $1,743,000 | +36.7% | 21,881 | +26.1% | 1.75% | +17.7% |
| Q2 2020 | $1,275,000 | -6.7% | 17,358 | -23.2% | 1.49% | -18.6% |
| Q1 2020 | $1,366,000 | -31.2% | 22,603 | -12.5% | 1.83% | -11.8% |
| Q4 2019 | $1,985,000 | +12.1% | 25,822 | +3.5% | 2.07% | -0.6% |
| Q3 2019 | $1,771,000 | -2.3% | 24,943 | -3.0% | 2.09% | -8.1% |
| Q2 2019 | $1,813,000 | -4.2% | 25,711 | -7.5% | 2.27% | -7.1% |
| Q1 2019 | $1,892,000 | -11.9% | 27,803 | -22.4% | 2.44% | -21.2% |
| Q4 2018 | $2,147,000 | – | 35,828 | – | 3.10% | – |
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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% |