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 | $39,019,452 | -6.0% | 782,737 | -2.5% | 11.46% | -2.6% |
| Q2 2023 | $41,502,966 | +8.8% | 802,765 | +0.7% | 11.77% | +6.6% |
| Q1 2023 | $38,155,994 | +8.0% | 797,408 | +1.1% | 11.05% | +15.6% |
| Q4 2022 | $35,330,329 | +10.8% | 788,447 | +3.9% | 9.56% | +4.2% |
| Q3 2022 | $31,879,000 | +3.3% | 759,195 | +8.8% | 9.17% | -23.2% |
| Q2 2022 | $30,846,000 | -16.0% | 698,036 | +1.5% | 11.94% | -9.5% |
| Q1 2022 | $36,725,000 | +0.3% | 687,862 | +112.4% | 13.19% | +2.7% |
| Q4 2021 | $36,598,000 | +15.2% | 323,844 | +5.9% | 12.84% | +5.6% |
| Q3 2021 | $31,760,000 | +4.6% | 305,797 | +5.0% | 12.16% | +1.2% |
| Q2 2021 | $30,373,000 | +16.6% | 291,293 | +8.2% | 12.01% | -0.5% |
| Q1 2021 | $26,040,000 | +13.9% | 269,262 | +7.2% | 12.06% | -15.0% |
| Q4 2020 | $22,865,000 | +28.0% | 251,291 | +12.0% | 14.20% | +4.6% |
| Q3 2020 | $17,870,000 | +7.4% | 224,383 | -0.9% | 13.58% | +0.5% |
| Q2 2020 | $16,638,000 | -48.2% | 226,455 | -57.4% | 13.51% | -43.0% |
| Q1 2020 | $32,104,000 | -25.5% | 531,254 | -5.3% | 23.70% | +40.4% |
| Q4 2019 | $43,110,000 | +5.7% | 560,743 | -2.3% | 16.88% | -5.6% |
| Q3 2019 | $40,777,000 | -0.2% | 574,161 | -0.9% | 17.89% | -2.7% |
| Q2 2019 | $40,870,000 | -1.8% | 579,465 | -5.3% | 18.38% | -9.0% |
| Q1 2019 | $41,637,000 | -21.5% | 611,855 | -30.9% | 20.19% | -29.6% |
| Q4 2018 | $53,054,000 | – | 885,267 | – | 28.68% | – |
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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% |