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 | $4,394,676 | +7.6% | 88,158 | +11.6% | 0.00% | 0.0% |
| Q2 2023 | $4,083,731 | +2.2% | 78,989 | -5.4% | 0.00% | 0.0% |
| Q1 2023 | $3,995,571 | +4.8% | 83,502 | -1.8% | 0.00% | 0.0% |
| Q4 2022 | $3,811,897 | +7.2% | 85,068 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $3,555,000 | -4.2% | 84,654 | +0.8% | 0.00% | 0.0% |
| Q2 2022 | $3,711,000 | -17.5% | 83,978 | -0.3% | 0.00% | 0.0% |
| Q1 2022 | $4,498,000 | -5.5% | 84,250 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $4,761,000 | +9.4% | 42,125 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $4,352,000 | +53.2% | 41,905 | +53.8% | 0.00% | 0.0% |
| Q2 2021 | $2,841,000 | +10.5% | 27,246 | +2.5% | 0.00% | – |
| Q1 2021 | $2,570,000 | -13.3% | 26,575 | -18.4% | 0.00% | -100.0% |
| Q4 2020 | $2,965,000 | +110.3% | 32,581 | +84.0% | 0.00% | – |
| Q3 2020 | $1,410,000 | +166.0% | 17,710 | +145.7% | 0.00% | – |
| Q2 2020 | $530,000 | -99.7% | 7,208 | -99.8% | 0.00% | -100.0% |
| Q1 2020 | $185,259,000 | -21.3% | 3,065,675 | +0.1% | 0.05% | 0.0% |
| Q4 2019 | $235,489,000 | +8.3% | 3,063,068 | 0.0% | 0.05% | +1.9% |
| Q3 2019 | $217,539,000 | +0.7% | 3,063,068 | 0.0% | 0.05% | +2.0% |
| Q2 2019 | $216,038,000 | +3.6% | 3,063,068 | -0.0% | 0.05% | 0.0% |
| Q1 2019 | $208,444,000 | +14.7% | 3,063,100 | +1.0% | 0.05% | 0.0% |
| Q4 2018 | $181,790,000 | -14.9% | 3,033,365 | +0.0% | 0.05% | -1.9% |
| Q3 2018 | $213,516,000 | +6.7% | 3,033,333 | 0.0% | 0.05% | +2.0% |
| Q2 2018 | $200,170,000 | +95.0% | 3,033,333 | +88.5% | 0.05% | +88.9% |
| Q1 2018 | $102,677,000 | -1.2% | 1,609,609 | -0.0% | 0.03% | +3.8% |
| Q4 2017 | $103,894,000 | +6.2% | 1,610,259 | +0.3% | 0.03% | +4.0% |
| Q3 2017 | $97,797,000 | +89.5% | 1,605,609 | +81.9% | 0.02% | +78.6% |
| Q2 2017 | $51,607,000 | +40.8% | 882,784 | +37.5% | 0.01% | +27.3% |
| Q1 2017 | $36,643,000 | +5.6% | 642,184 | +0.3% | 0.01% | 0.0% |
| Q4 2016 | $34,706,000 | +4.1% | 640,573 | +0.5% | 0.01% | +10.0% |
| Q3 2016 | $33,345,000 | – | 637,324 | – | 0.01% | – |
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% |