SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,921,185 | +3.0% | 78,276 | 0.0% | 1.68% | -1.6% |
| Q1 2024 | $4,778,724 | +9.0% | 78,276 | -0.6% | 1.70% | -8.0% |
| Q4 2023 | $4,383,387 | +11.9% | 78,739 | +0.2% | 1.85% | +17.5% |
| 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 | 2,185,199 | $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% |