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 | $4,641 | -4.9% | 93,107 | -1.4% | 0.73% | -0.3% |
| Q2 2023 | $4,881 | +8.5% | 94,418 | +0.5% | 0.73% | +4.3% |
| Q1 2023 | $4,497 | +7.3% | 93,982 | +0.4% | 0.70% | +1.3% |
| Q4 2022 | $4,193 | -99.9% | 93,580 | +1.9% | 0.70% | -3.9% |
| Q3 2022 | $3,858,000 | -3.2% | 91,869 | +1.9% | 0.72% | +1.0% |
| Q2 2022 | $3,985,000 | -6.6% | 90,186 | +12.9% | 0.72% | -5.9% |
| Q1 2022 | $4,265,000 | -5.6% | 79,878 | +99.9% | 0.76% | -11.6% |
| Q4 2021 | $4,516,000 | +9.3% | 39,964 | +0.5% | 0.86% | -0.6% |
| Q3 2021 | $4,132,000 | -0.9% | 39,782 | -0.5% | 0.87% | -3.7% |
| Q2 2021 | $4,171,000 | +4.3% | 39,999 | -3.3% | 0.90% | -4.9% |
| Q1 2021 | $3,999,000 | +5.5% | 41,348 | -0.7% | 0.94% | +1.8% |
| Q4 2020 | $3,789,000 | +15.5% | 41,642 | +1.1% | 0.93% | +6.4% |
| Q3 2020 | $3,280,000 | +9.0% | 41,182 | +0.6% | 0.87% | +0.7% |
| Q2 2020 | $3,009,000 | +19.5% | 40,950 | -1.7% | 0.87% | +9.9% |
| Q1 2020 | $2,517,000 | -19.9% | 41,652 | +1.8% | 0.79% | -0.5% |
| Q4 2019 | $3,144,000 | +13.9% | 40,899 | +5.2% | 0.79% | +11.2% |
| Q3 2019 | $2,760,000 | -1.0% | 38,861 | -1.7% | 0.71% | -4.0% |
| Q2 2019 | $2,789,000 | +14.3% | 39,549 | +8.3% | 0.74% | +24.9% |
| Q1 2019 | $2,440,000 | +27.1% | 36,517 | +14.0% | 0.59% | +10.8% |
| Q4 2018 | $1,919,000 | -15.1% | 32,021 | -0.3% | 0.54% | -18.5% |
| Q3 2018 | $2,261,000 | +7.0% | 32,125 | +0.3% | 0.66% | -16.4% |
| Q2 2018 | $2,114,000 | +36.1% | 32,035 | +31.5% | 0.79% | +17.5% |
| Q1 2018 | $1,553,000 | +516.3% | 24,352 | +523.6% | 0.67% | +597.9% |
| Q4 2017 | $252,000 | – | 3,905 | – | 0.10% | – |
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% |