SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $744,111 | -3.6% | 14,927 | +0.0% | 0.00% | 0.0% |
| Q2 2023 | $771,519 | +6.6% | 14,923 | -1.3% | 0.00% | 0.0% |
| Q1 2023 | $723,636 | +8.2% | 15,123 | +1.3% | 0.00% | 0.0% |
| Q4 2022 | $668,700 | +26.6% | 14,923 | +18.6% | 0.00% | 0.0% |
| Q3 2022 | $528,000 | +205.2% | 12,584 | +221.6% | 0.00% | +200.0% |
| Q2 2022 | $173,000 | -17.2% | 3,913 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $209,000 | -9.1% | 3,913 | +92.7% | 0.00% | 0.0% |
| Q4 2021 | $230,000 | -3.8% | 2,031 | -11.6% | 0.00% | 0.0% |
| Q3 2021 | $239,000 | -0.4% | 2,297 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $240,000 | -9.1% | 2,297 | -15.7% | 0.00% | 0.0% |
| Q1 2021 | $264,000 | -1.5% | 2,726 | -7.5% | 0.00% | 0.0% |
| Q4 2020 | $268,000 | +23.5% | 2,946 | +8.1% | 0.00% | 0.0% |
| Q3 2020 | $217,000 | +8.5% | 2,726 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $200,000 | +203.0% | 2,726 | +149.9% | 0.00% | – |
| Q1 2020 | $66,000 | +29.4% | 1,091 | +64.8% | 0.00% | – |
| Q4 2019 | $51,000 | +8.5% | 662 | 0.0% | 0.00% | – |
| Q3 2019 | $47,000 | +327.3% | 662 | +344.3% | 0.00% | – |
| Q2 2019 | $11,000 | +10.0% | 149 | 0.0% | 0.00% | – |
| Q1 2019 | $10,000 | +11.1% | 149 | 0.0% | 0.00% | – |
| Q4 2018 | $9,000 | -10.0% | 149 | 0.0% | 0.00% | – |
| Q3 2018 | $10,000 | -89.4% | 149 | -91.7% | 0.00% | -100.0% |
| Q3 2016 | $94,000 | +3.3% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $91,000 | +2.2% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $89,000 | +1.1% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $88,000 | +6.0% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $83,000 | -7.8% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $90,000 | -1.1% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $91,000 | – | 1,800 | – | 0.00% | – |
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% |