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 | $15,414,011 | -4.1% | 309,208 | -0.6% | 6.28% | +1.9% |
| Q2 2023 | $16,077,815 | +7.5% | 310,983 | -0.5% | 6.16% | +1.3% |
| Q1 2023 | $14,961,941 | +2.5% | 312,684 | -4.0% | 6.08% | -3.0% |
| Q4 2022 | $14,601,782 | +8.2% | 325,860 | +1.3% | 6.27% | -1.7% |
| Q3 2022 | $13,501,000 | -1.4% | 321,524 | +3.8% | 6.38% | +2.6% |
| Q2 2022 | $13,694,000 | -18.7% | 309,879 | -1.8% | 6.22% | -7.4% |
| Q1 2022 | $16,852,000 | -6.2% | 315,636 | +98.6% | 6.72% | -3.4% |
| Q4 2021 | $17,957,000 | +13.9% | 158,896 | +4.7% | 6.96% | +4.9% |
| Q3 2021 | $15,763,000 | +1.7% | 151,773 | +2.1% | 6.63% | +0.6% |
| Q2 2021 | $15,494,000 | +9.7% | 148,594 | +1.7% | 6.59% | +2.8% |
| Q1 2021 | $14,124,000 | +25.8% | 146,047 | +18.4% | 6.41% | +16.6% |
| Q4 2020 | $11,228,000 | +40.4% | 123,398 | +22.8% | 5.50% | +16.3% |
| Q3 2020 | $8,000,000 | +103.3% | 100,450 | +87.5% | 4.73% | +80.9% |
| Q2 2020 | $3,936,000 | +28.6% | 53,570 | +5.8% | 2.61% | +5.6% |
| Q1 2020 | $3,061,000 | -36.3% | 50,651 | -18.9% | 2.48% | -23.7% |
| Q4 2019 | $4,802,000 | +34.8% | 62,459 | +24.5% | 3.24% | +19.5% |
| Q3 2019 | $3,563,000 | +14.4% | 50,174 | +13.6% | 2.71% | +14.2% |
| Q2 2019 | $3,114,000 | +33.0% | 44,151 | +28.3% | 2.38% | +24.1% |
| Q1 2019 | $2,341,000 | +31.1% | 34,404 | +15.5% | 1.92% | +13.2% |
| Q4 2018 | $1,786,000 | – | 29,795 | – | 1.69% | – |
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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% |