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 | $2,127,349 | -6.9% | 42,675 | -3.5% | 0.28% | -3.4% |
| Q2 2023 | $2,285,502 | +4.2% | 44,207 | -3.5% | 0.29% | -2.3% |
| Q1 2023 | $2,192,631 | +6.0% | 45,823 | -0.7% | 0.30% | +3.8% |
| Q4 2022 | $2,067,847 | +9.5% | 46,147 | +2.6% | 0.29% | 0.0% |
| Q3 2022 | $1,888,000 | +32.4% | 44,962 | +39.3% | 0.29% | +30.5% |
| Q2 2022 | $1,426,000 | -15.5% | 32,279 | +2.1% | 0.22% | -4.3% |
| Q1 2022 | $1,688,000 | -12.4% | 31,613 | +85.5% | 0.23% | -14.2% |
| Q4 2021 | $1,926,000 | +12.0% | 17,041 | +2.9% | 0.27% | +2.3% |
| Q3 2021 | $1,720,000 | -16.8% | 16,559 | -16.5% | 0.26% | -16.0% |
| Q2 2021 | $2,068,000 | +7.3% | 19,834 | -0.5% | 0.31% | 0.0% |
| Q1 2021 | $1,928,000 | +3.8% | 19,934 | -2.4% | 0.31% | -10.1% |
| Q4 2020 | $1,858,000 | +12.7% | 20,425 | -1.4% | 0.35% | +1.2% |
| Q3 2020 | $1,649,000 | +7.3% | 20,706 | -1.0% | 0.34% | +0.9% |
| Q2 2020 | $1,537,000 | +69.8% | 20,925 | +39.7% | 0.34% | +42.3% |
| Q1 2020 | $905,000 | +16.2% | 14,983 | +47.9% | 0.24% | +47.5% |
| Q4 2019 | $779,000 | +8.2% | 10,133 | 0.0% | 0.16% | +1.9% |
| Q3 2019 | $720,000 | +0.7% | 10,133 | 0.0% | 0.16% | -1.2% |
| Q2 2019 | $715,000 | +12.6% | 10,133 | +8.6% | 0.16% | +6.6% |
| Q1 2019 | $635,000 | +17.4% | 9,327 | +3.3% | 0.15% | +2.7% |
| Q4 2018 | $541,000 | -65.6% | 9,028 | -59.6% | 0.15% | -58.9% |
| Q3 2018 | $1,572,000 | +5.4% | 22,333 | -1.2% | 0.36% | -4.3% |
| Q2 2018 | $1,492,000 | -0.7% | 22,613 | -4.0% | 0.37% | -7.2% |
| Q1 2018 | $1,503,000 | -2.7% | 23,557 | -1.6% | 0.40% | -3.1% |
| Q4 2017 | $1,545,000 | +4.7% | 23,940 | -1.2% | 0.42% | -1.0% |
| Q3 2017 | $1,476,000 | +3.5% | 24,235 | -0.6% | 0.42% | -12.1% |
| Q2 2017 | $1,426,000 | +1.6% | 24,387 | -0.8% | 0.48% | -5.0% |
| Q1 2017 | $1,403,000 | +0.7% | 24,589 | -4.4% | 0.50% | -5.3% |
| Q4 2016 | $1,393,000 | +2.7% | 25,712 | -0.8% | 0.53% | -2.6% |
| Q3 2016 | $1,356,000 | +2.3% | 25,920 | -1.7% | 0.54% | -0.7% |
| Q2 2016 | $1,326,000 | +290.0% | 26,364 | +282.0% | 0.55% | +273.5% |
| Q1 2016 | $340,000 | +0.6% | 6,902 | 0.0% | 0.15% | -12.5% |
| Q4 2015 | $338,000 | -9.6% | 6,902 | -14.3% | 0.17% | -18.8% |
| Q3 2015 | $374,000 | – | 8,055 | – | 0.21% | – |
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% |