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 | $7,187,888 | +12.5% | 144,190 | +16.7% | 0.00% | 0.0% |
| Q2 2023 | $6,387,651 | -46.2% | 123,552 | -50.2% | 0.00% | 0.0% |
| Q1 2023 | $11,866,964 | +101.8% | 248,004 | +89.0% | 0.00% | 0.0% |
| Q4 2022 | $5,881,231 | +16.1% | 131,248 | +8.8% | 0.00% | 0.0% |
| Q3 2022 | $5,067,000 | -2.4% | 120,674 | +2.7% | 0.00% | 0.0% |
| Q2 2022 | $5,192,000 | -19.4% | 117,492 | -2.6% | 0.00% | 0.0% |
| Q1 2022 | $6,441,000 | +3.4% | 120,644 | +118.8% | 0.00% | – |
| Q4 2021 | $6,231,000 | +22.8% | 55,133 | +12.9% | 0.00% | – |
| Q3 2021 | $5,073,000 | +10.1% | 48,848 | +10.5% | 0.00% | – |
| Q2 2021 | $4,609,000 | +33.2% | 44,200 | +23.5% | 0.00% | – |
| Q1 2021 | $3,461,000 | -3.9% | 35,783 | -9.6% | 0.00% | – |
| Q4 2020 | $3,600,000 | +10.9% | 39,570 | -2.9% | 0.00% | – |
| Q3 2020 | $3,246,000 | +55.1% | 40,764 | +43.1% | 0.00% | – |
| Q2 2020 | $2,093,000 | +4.3% | 28,493 | -14.2% | 0.00% | – |
| Q1 2020 | $2,006,000 | -30.9% | 33,198 | -12.1% | 0.00% | – |
| Q4 2019 | $2,905,000 | +42.1% | 37,785 | +31.2% | 0.00% | – |
| Q3 2019 | $2,045,000 | +39.2% | 28,798 | +38.2% | 0.00% | – |
| Q2 2019 | $1,469,000 | +16.0% | 20,834 | +11.2% | 0.00% | – |
| Q1 2019 | $1,266,000 | +14.4% | 18,728 | +1.4% | 0.00% | – |
| Q4 2018 | $1,107,000 | -15.4% | 18,467 | -0.7% | 0.00% | – |
| Q3 2018 | $1,309,000 | +9.7% | 18,602 | +2.9% | 0.00% | – |
| Q2 2018 | $1,193,000 | +35.4% | 18,078 | +30.9% | 0.00% | – |
| Q1 2018 | $881,000 | -3.8% | 13,808 | -2.3% | 0.00% | – |
| Q4 2017 | $916,000 | +24.1% | 14,135 | +16.3% | 0.00% | – |
| Q3 2017 | $738,000 | +4.1% | 12,159 | +0.2% | 0.00% | – |
| Q2 2017 | $709,000 | +93.7% | 12,137 | +89.6% | 0.00% | – |
| Q1 2017 | $366,000 | +47.0% | 6,400 | +40.0% | 0.00% | – |
| Q4 2016 | $249,000 | +13.2% | 4,573 | +8.1% | 0.00% | – |
| Q3 2016 | $220,000 | – | 4,230 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,241,990 | $140,357,000 | 41.02% |
| Evergreen Advisors, LLC | 988,458 | $111,706,000 | 38.11% |
| Socha Financial Group, LLC | 437,907 | $49,487,823 | 37.57% |
| Strid Group, LLC | 1,183,312 | $133,748,000 | 27.41% |
| Morton Brown Family Wealth, LLC | 312,427 | $35,314,000 | 27.06% |
| AGILIS PARTNERS LLC | 472,544 | $53,402,000 | 26.72% |
| Members Advisory Group LLC | 357,871 | $40,442,000 | 26.70% |
| Evensky & Katz LLC | 2,001,636 | $226,205,000 | 21.79% |
| JBJ Investment Partners, LLC | 802,463 | $90,686,000 | 18.71% |
| Hanson & Doremus Investment Management | 773,553 | $87,419,000 | 18.70% |