SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,695,747 | -3.3% | 34,017 | +0.3% | 0.00% | 0.0% |
| Q2 2023 | $1,753,044 | +6.8% | 33,908 | -1.2% | 0.00% | 0.0% |
| Q1 2023 | $1,641,542 | +5.7% | 34,306 | -1.0% | 0.00% | 0.0% |
| Q4 2022 | $1,552,801 | +10.4% | 34,653 | +3.5% | 0.00% | 0.0% |
| Q3 2022 | $1,406,000 | -2.5% | 33,481 | +2.6% | 0.00% | 0.0% |
| Q2 2022 | $1,442,000 | -18.7% | 32,628 | -1.7% | 0.00% | -50.0% |
| Q1 2022 | $1,773,000 | -3.7% | 33,202 | +103.7% | 0.00% | 0.0% |
| Q4 2021 | $1,842,000 | +7.8% | 16,296 | -1.0% | 0.00% | 0.0% |
| Q3 2021 | $1,709,000 | -12.0% | 16,456 | -11.7% | 0.00% | 0.0% |
| Q2 2021 | $1,942,000 | +15.4% | 18,626 | +7.0% | 0.00% | 0.0% |
| Q1 2021 | $1,683,000 | +15.6% | 17,402 | +8.8% | 0.00% | +100.0% |
| Q4 2020 | $1,456,000 | +3.9% | 15,999 | -9.1% | 0.00% | -50.0% |
| Q3 2020 | $1,401,000 | +23.8% | 17,596 | +14.2% | 0.00% | 0.0% |
| Q2 2020 | $1,132,000 | +26.3% | 15,414 | +3.9% | 0.00% | +100.0% |
| Q1 2020 | $896,000 | +6.9% | 14,830 | +36.1% | 0.00% | 0.0% |
| Q4 2019 | $838,000 | +8.3% | 10,900 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $774,000 | +173.5% | 10,900 | +171.8% | 0.00% | – |
| Q2 2019 | $283,000 | +150.4% | 4,010 | +140.6% | 0.00% | – |
| Q1 2019 | $113,000 | +24.2% | 1,667 | +9.9% | 0.00% | – |
| Q4 2018 | $91,000 | -14.2% | 1,517 | +1.1% | 0.00% | – |
| Q3 2018 | $106,000 | -0.9% | 1,500 | -7.7% | 0.00% | – |
| Q2 2018 | $107,000 | -20.1% | 1,625 | -22.8% | 0.00% | – |
| Q1 2018 | $134,000 | +27.6% | 2,105 | +29.5% | 0.00% | – |
| Q4 2017 | $105,000 | +6.1% | 1,625 | 0.0% | 0.00% | – |
| Q3 2017 | $99,000 | +20.7% | 1,625 | +15.5% | 0.00% | – |
| Q2 2017 | $82,000 | -28.1% | 1,407 | -29.3% | 0.00% | – |
| Q1 2017 | $114,000 | +28.1% | 1,991 | +21.3% | 0.00% | – |
| Q4 2016 | $89,000 | +36.9% | 1,642 | +32.0% | 0.00% | – |
| Q3 2016 | $65,000 | -39.8% | 1,244 | -42.0% | 0.00% | – |
| Q2 2016 | $108,000 | +12.5% | 2,144 | +10.3% | 0.00% | – |
| Q1 2016 | $96,000 | -65.0% | 1,944 | -65.2% | 0.00% | – |
| Q4 2015 | $274,000 | +17.6% | 5,594 | +11.1% | 0.00% | – |
| Q3 2015 | $233,000 | +2.2% | 5,033 | +10.7% | 0.00% | – |
| Q2 2015 | $228,000 | +30.3% | 4,547 | +30.8% | 0.00% | – |
| Q1 2015 | $175,000 | +182.3% | 3,475 | +178.7% | 0.00% | – |
| Q4 2014 | $62,000 | +5.1% | 1,247 | 0.0% | 0.00% | – |
| Q3 2014 | $59,000 | +126.9% | 1,247 | +128.0% | 0.00% | – |
| Q2 2014 | $26,000 | +4.0% | 547 | 0.0% | 0.00% | – |
| Q1 2014 | $25,000 | 0.0% | 547 | 0.0% | 0.00% | – |
| Q4 2013 | $25,000 | – | 547 | – | 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% |