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 | $4,425,882 | +26.1% | 88,784 | +30.7% | 1.42% | +12.9% |
| Q2 2023 | $3,511,206 | +4.2% | 67,915 | -3.5% | 1.26% | +63.6% |
| Q1 2023 | $3,369,023 | +18.3% | 70,408 | +10.8% | 0.77% | +27.7% |
| Q4 2022 | $2,847,586 | +7.9% | 63,548 | +1.2% | 0.60% | -16.1% |
| Q3 2022 | $2,638,000 | -26.5% | 62,822 | -22.6% | 0.72% | -25.6% |
| Q2 2022 | $3,589,000 | -60.6% | 81,208 | -52.4% | 0.97% | -58.7% |
| Q1 2022 | $9,102,000 | -99.9% | 170,475 | +140.0% | 2.34% | +18.6% |
| Q4 2021 | $8,027,811,000 | +110934.7% | 71,036 | +2.0% | 1.98% | -45.3% |
| Q3 2021 | $7,230,000 | +2.4% | 69,614 | +2.8% | 3.61% | -36.0% |
| Q2 2021 | $7,058,000 | +1.1% | 67,688 | -6.2% | 5.64% | +3.9% |
| Q1 2021 | $6,979,000 | -11.6% | 72,165 | +82848.3% | 5.43% | -15.0% |
| Q4 2020 | $7,899,000 | 0.0% | 87 | -99.9% | 6.39% | +2.5% |
| Q3 2020 | $7,899,000 | -35.9% | 86,810 | -48.2% | 6.24% | -20.5% |
| Q2 2020 | $12,317,000 | +208.5% | 167,644 | +153.8% | 7.85% | +93.3% |
| Q1 2020 | $3,992,000 | -66.5% | 66,060 | -57.3% | 4.06% | -57.1% |
| Q4 2019 | $11,899,000 | – | 154,778 | – | 9.45% | – |
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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% |