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 | $3,917,415 | -3.4% | 78,584 | +0.2% | 1.58% | -1.2% |
| Q2 2023 | $4,055,509 | +8.2% | 78,443 | +0.2% | 1.60% | +13.8% |
| Q1 2023 | $3,747,040 | +7.4% | 78,308 | +0.6% | 1.40% | -1.3% |
| Q4 2022 | $3,489,417 | +8.3% | 77,871 | +1.5% | 1.42% | +10.7% |
| Q3 2022 | $3,221,000 | -8.2% | 76,697 | -3.4% | 1.28% | -4.8% |
| Q2 2022 | $3,510,000 | -17.1% | 79,434 | +0.2% | 1.35% | -9.9% |
| Q1 2022 | $4,233,000 | -5.4% | 79,276 | +100.3% | 1.50% | -2.2% |
| Q4 2021 | $4,473,000 | +9.0% | 39,584 | +0.2% | 1.53% | +1.8% |
| Q3 2021 | $4,103,000 | -0.2% | 39,508 | +0.2% | 1.50% | -1.3% |
| Q2 2021 | $4,113,000 | +8.0% | 39,445 | +0.1% | 1.52% | +7.5% |
| Q1 2021 | $3,809,000 | +6.5% | 39,387 | +0.2% | 1.42% | +4.3% |
| Q4 2020 | $3,577,000 | +63.6% | 39,316 | +43.1% | 1.36% | +44.5% |
| Q3 2020 | $2,187,000 | +8.5% | 27,465 | +0.1% | 0.94% | -0.6% |
| Q2 2020 | $2,015,000 | +21.8% | 27,426 | +0.2% | 0.94% | +6.9% |
| Q1 2020 | $1,654,000 | -21.6% | 27,378 | -0.3% | 0.88% | -6.0% |
| Q4 2019 | $2,111,000 | +8.5% | 27,456 | +0.2% | 0.94% | -20.0% |
| Q3 2019 | $1,945,000 | -32.1% | 27,391 | -32.5% | 1.18% | -29.9% |
| Q2 2019 | $2,863,000 | +2.9% | 40,594 | -0.7% | 1.68% | +1.4% |
| Q1 2019 | $2,782,000 | +10.4% | 40,875 | -2.8% | 1.65% | -13.6% |
| Q4 2018 | $2,520,000 | – | 42,048 | – | 1.91% | – |
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% |