SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $422,771 | -40.0% | 8,088 | -40.5% | 0.00% | – |
| Q2 2023 | $704,104 | +31.0% | 13,595 | +13.3% | 0.00% | – |
| Q4 2022 | $537,513 | +10.1% | 11,995 | +12.1% | 0.00% | – |
| Q3 2022 | $488,000 | -5.4% | 10,701 | -5.4% | 0.00% | – |
| Q2 2022 | $516,000 | -15.8% | 11,311 | +0.0% | 0.00% | – |
| Q1 2022 | $613,000 | +1.3% | 11,306 | +112.6% | 0.00% | – |
| Q4 2021 | $605,000 | +20.5% | 5,317 | +13.3% | 0.00% | – |
| Q3 2021 | $502,000 | +2.2% | 4,692 | 0.0% | 0.00% | – |
| Q2 2021 | $491,000 | +269.2% | 4,692 | +252.5% | 0.00% | – |
| Q1 2021 | $133,000 | +8.1% | 1,331 | 0.0% | 0.00% | – |
| Q4 2020 | $123,000 | +15.0% | 1,331 | 0.0% | 0.00% | – |
| Q3 2020 | $107,000 | -21.3% | 1,331 | -26.8% | 0.00% | – |
| Q2 2020 | $136,000 | +27.1% | 1,818 | +0.1% | 0.00% | – |
| Q1 2020 | $107,000 | -34.8% | 1,817 | -14.7% | 0.00% | – |
| Q4 2019 | $164,000 | +3.8% | 2,129 | -4.4% | 0.00% | – |
| Q3 2019 | $158,000 | -16.0% | 2,228 | -16.2% | 0.00% | – |
| Q2 2019 | $188,000 | +21.3% | 2,658 | +16.3% | 0.00% | – |
| Q1 2019 | $155,000 | -25.1% | 2,285 | -33.8% | 0.00% | – |
| Q4 2018 | $207,000 | -7.6% | 3,451 | +8.3% | 0.00% | – |
| Q3 2018 | $224,000 | +69.7% | 3,187 | +59.8% | 0.00% | – |
| Q2 2018 | $132,000 | +59.0% | 1,994 | +52.7% | 0.00% | – |
| Q1 2018 | $83,000 | +22.1% | 1,306 | +24.1% | 0.00% | – |
| Q4 2017 | $68,000 | -9.3% | 1,052 | -14.3% | 0.00% | – |
| Q3 2017 | $75,000 | +11.9% | 1,227 | +6.2% | 0.00% | – |
| Q2 2017 | $67,000 | +59.5% | 1,155 | +54.2% | 0.00% | – |
| Q1 2017 | $42,000 | -28.8% | 749 | -32.1% | 0.00% | – |
| Q4 2016 | $59,000 | +73.5% | 1,103 | +70.2% | 0.00% | – |
| Q3 2016 | $34,000 | -98.0% | 648 | -98.1% | 0.00% | -100.0% |
| Q2 2016 | $1,699,000 | +21.8% | 33,768 | +19.3% | 0.00% | +100.0% |
| Q1 2016 | $1,395,000 | -11.6% | 28,304 | -12.0% | 0.00% | -50.0% |
| Q4 2015 | $1,578,000 | -6.2% | 32,165 | -11.4% | 0.00% | 0.0% |
| Q3 2015 | $1,683,000 | -6.1% | 36,311 | +1.8% | 0.00% | 0.0% |
| Q2 2015 | $1,792,000 | +6.4% | 35,680 | +7.0% | 0.00% | 0.0% |
| Q1 2015 | $1,684,000 | -6.9% | 33,349 | -8.1% | 0.00% | 0.0% |
| Q4 2014 | $1,808,000 | +33.6% | 36,293 | +27.6% | 0.00% | 0.0% |
| Q3 2014 | $1,353,000 | +38.5% | 28,445 | +38.9% | 0.00% | +100.0% |
| Q2 2014 | $977,000 | +221.4% | 20,481 | +206.7% | 0.00% | – |
| Q1 2014 | $304,000 | – | 6,677 | +83362.5% | 0.00% | – |
| Q4 2013 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q3 2013 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q2 2013 | $0 | – | 8 | – | 0.00% | – |
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% |