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 | $24,345,953 | -17.3% | 488,384 | -14.2% | 6.54% | -6.4% |
| Q2 2023 | $29,429,490 | +16.4% | 569,236 | +7.8% | 6.99% | +16.2% |
| Q1 2023 | $25,277,162 | +24.2% | 528,258 | +16.3% | 6.01% | +19.5% |
| Q4 2022 | $20,349,221 | +47.4% | 454,122 | +38.1% | 5.03% | +33.1% |
| Q3 2022 | $13,805,000 | +10.2% | 328,773 | +16.0% | 3.78% | +15.4% |
| Q2 2022 | $12,526,000 | -57.4% | 283,465 | -48.6% | 3.28% | -47.5% |
| Q1 2022 | $29,432,000 | -17.4% | 551,265 | +74.9% | 6.24% | -21.7% |
| Q4 2021 | $35,623,000 | +10.5% | 315,219 | +1.5% | 7.97% | +10.2% |
| Q3 2021 | $32,239,000 | -38.2% | 310,410 | -49.0% | 7.23% | -3.7% |
| Q2 2021 | $52,154,000 | +68.5% | 608,615 | +90.1% | 7.51% | -2.2% |
| Q1 2021 | $30,956,000 | +10.6% | 320,087 | +4.1% | 7.68% | +0.8% |
| Q4 2020 | $27,980,000 | +2898.9% | 307,502 | +4.9% | 7.62% | +2519.2% |
| Q3 2020 | $933,000 | -95.6% | 293,158 | +1.6% | 0.29% | -96.0% |
| Q2 2020 | $21,198,000 | +4325.5% | 288,528 | +140.0% | 7.28% | +2234.0% |
| Q1 2020 | $479,000 | -97.8% | 120,197 | -57.9% | 0.31% | -96.2% |
| Q4 2019 | $21,937,000 | +10.7% | 285,343 | +2.3% | 8.16% | +2.2% |
| Q3 2019 | $19,819,000 | +0.3% | 279,058 | -0.4% | 7.98% | -2.1% |
| Q2 2019 | $19,759,000 | +2.6% | 280,156 | -1.0% | 8.16% | +1.8% |
| Q1 2019 | $19,256,000 | +17.7% | 282,966 | +3.7% | 8.01% | +6.3% |
| Q4 2018 | $16,360,000 | – | 272,993 | – | 7.54% | – |
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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% |