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 | $23,446,436 | +0.6% | 470,339 | +4.3% | 0.01% | +16.7% |
| Q2 2023 | $23,304,926 | +10.0% | 450,773 | +1.8% | 0.01% | 0.0% |
| Q1 2023 | $21,192,200 | -0.1% | 442,888 | -6.4% | 0.01% | 0.0% |
| Q4 2022 | $21,211,494 | +18.5% | 473,365 | +11.0% | 0.01% | 0.0% |
| Q3 2022 | $17,902,000 | -5.8% | 426,334 | -0.9% | 0.01% | 0.0% |
| Q2 2022 | $19,014,000 | -36.5% | 430,256 | -23.3% | 0.01% | -25.0% |
| Q1 2022 | $29,931,000 | +33.3% | 560,618 | +182.1% | 0.01% | +33.3% |
| Q4 2021 | $22,461,000 | +9.3% | 198,752 | +0.4% | 0.01% | +20.0% |
| Q3 2021 | $20,554,000 | +2.3% | 197,896 | +2.7% | 0.01% | +25.0% |
| Q2 2021 | $20,099,000 | +1.6% | 192,762 | -5.8% | 0.00% | 0.0% |
| Q1 2021 | $19,780,000 | +12.1% | 204,536 | +5.5% | 0.00% | 0.0% |
| Q4 2020 | $17,643,000 | +14.7% | 193,897 | +0.4% | 0.00% | 0.0% |
| Q3 2020 | $15,384,000 | -2.4% | 193,178 | -10.0% | 0.00% | -20.0% |
| Q2 2020 | $15,768,000 | +24.4% | 214,614 | +2.3% | 0.01% | +25.0% |
| Q1 2020 | $12,680,000 | -66.0% | 209,823 | -56.7% | 0.00% | -60.0% |
| Q4 2019 | $37,279,000 | +135.3% | 484,889 | +117.3% | 0.01% | +150.0% |
| Q3 2019 | $15,845,000 | +5.2% | 223,112 | +4.5% | 0.00% | 0.0% |
| Q2 2019 | $15,062,000 | +11.3% | 213,552 | +7.4% | 0.00% | 0.0% |
| Q1 2019 | $13,528,000 | +29.9% | 198,805 | +14.4% | 0.00% | +33.3% |
| Q4 2018 | $10,412,000 | -40.7% | 173,735 | -30.4% | 0.00% | -40.0% |
| Q3 2018 | $17,562,000 | -39.3% | 249,499 | -43.1% | 0.01% | -44.4% |
| Q2 2018 | $28,913,000 | +4.4% | 438,158 | +0.9% | 0.01% | +12.5% |
| Q1 2018 | $27,699,000 | -1.1% | 434,221 | +0.0% | 0.01% | 0.0% |
| Q4 2017 | $28,013,000 | +3.3% | 434,175 | -2.5% | 0.01% | 0.0% |
| Q3 2017 | $27,111,000 | +6.1% | 445,109 | +1.8% | 0.01% | 0.0% |
| Q2 2017 | $25,562,000 | -6.0% | 437,258 | -8.3% | 0.01% | -11.1% |
| Q1 2017 | $27,204,000 | +62.2% | 476,740 | +54.0% | 0.01% | +50.0% |
| Q4 2016 | $16,775,000 | +13.7% | 309,606 | +9.8% | 0.01% | +20.0% |
| Q3 2016 | $14,758,000 | +12.3% | 282,066 | +7.9% | 0.01% | 0.0% |
| Q2 2016 | $13,146,000 | +4.0% | 261,345 | +1.9% | 0.01% | 0.0% |
| Q1 2016 | $12,638,000 | -26.9% | 256,448 | -27.3% | 0.01% | -28.6% |
| Q4 2015 | $17,298,000 | +323.6% | 352,752 | +300.6% | 0.01% | +250.0% |
| Q3 2015 | $4,084,000 | -35.0% | 88,059 | -29.6% | 0.00% | 0.0% |
| Q2 2015 | $6,284,000 | +840.7% | 125,116 | +843.6% | 0.00% | – |
| Q1 2015 | $668,000 | +138.6% | 13,260 | +135.8% | 0.00% | – |
| Q4 2014 | $280,000 | +11.1% | 5,624 | +6.4% | 0.00% | – |
| Q3 2014 | $252,000 | +0.4% | 5,288 | +0.5% | 0.00% | – |
| Q2 2014 | $251,000 | -61.7% | 5,260 | -63.3% | 0.00% | – |
| Q1 2014 | $656,000 | +179.1% | 14,342 | +175.0% | 0.00% | – |
| Q4 2013 | $235,000 | -0.8% | 5,216 | -9.6% | 0.00% | – |
| Q3 2013 | $237,000 | -58.4% | 5,770 | -60.6% | 0.00% | – |
| Q2 2013 | $570,000 | – | 14,633 | – | 0.00% | – |
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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% |