SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,697,615 | -0.9% | 916,702 | +2.8% | 1.28% | -1.1% |
| Q2 2023 | $46,124,731 | +7.7% | 892,161 | -0.4% | 1.29% | +2.3% |
| Q1 2023 | $42,844,039 | -1.2% | 895,382 | -7.5% | 1.26% | -21.6% |
| Q4 2022 | $43,361,012 | -0.5% | 967,664 | -1.9% | 1.61% | -10.9% |
| Q2 2022 | $43,585,000 | -8.8% | 986,304 | +10.1% | 1.81% | +6.1% |
| Q1 2022 | $47,813,000 | -16.0% | 895,537 | +77.7% | 1.71% | -17.8% |
| Q4 2021 | $56,951,000 | +9.0% | 503,947 | +0.2% | 2.08% | +1.5% |
| Q3 2021 | $52,242,000 | +3.8% | 503,005 | +4.2% | 2.05% | -0.9% |
| Q2 2021 | $50,344,000 | +0.6% | 482,819 | -6.7% | 2.06% | -12.7% |
| Q1 2021 | $50,028,000 | -0.9% | 517,300 | -6.7% | 2.36% | -4.5% |
| Q4 2020 | $50,465,000 | +13.1% | 554,622 | -1.0% | 2.48% | -1.6% |
| Q3 2020 | $44,610,000 | +8.3% | 560,143 | -0.1% | 2.52% | +0.2% |
| Q2 2020 | $41,185,000 | +5.6% | 560,575 | +10.5% | 2.51% | -19.0% |
| Q4 2019 | $39,010,000 | +13.5% | 507,415 | +4.9% | 3.10% | +3.3% |
| Q3 2019 | $34,364,000 | +21.3% | 483,860 | +20.5% | 3.00% | +5.7% |
| Q2 2019 | $28,323,000 | +8.5% | 401,570 | +4.7% | 2.84% | -0.5% |
| Q1 2019 | $26,098,000 | -0.8% | 383,510 | -12.6% | 2.85% | +9.0% |
| Q4 2018 | $26,302,000 | +0.1% | 438,871 | +17.6% | 2.62% | +6.9% |
| Q3 2018 | $26,268,000 | +12.0% | 373,185 | +5.0% | 2.45% | +6.8% |
| Q2 2018 | $23,460,000 | +4.8% | 355,514 | +1.3% | 2.29% | +2.5% |
| Q1 2018 | $22,387,000 | +3.4% | 350,946 | +4.6% | 2.24% | +0.6% |
| Q4 2017 | $21,647,000 | +21.7% | 335,507 | +14.9% | 2.22% | +18.3% |
| Q3 2017 | $17,782,000 | +18.8% | 291,935 | +14.0% | 1.88% | +12.6% |
| Q2 2017 | $14,965,000 | +13.4% | 255,992 | +10.7% | 1.67% | +13.1% |
| Q1 2017 | $13,201,000 | +16.8% | 231,347 | +10.9% | 1.48% | +14.2% |
| Q4 2016 | $11,301,000 | +15.6% | 208,589 | +11.6% | 1.29% | +8.4% |
| Q3 2016 | $9,778,000 | +35.3% | 186,889 | +30.1% | 1.19% | +14.2% |
| Q2 2016 | $7,227,000 | +44.0% | 143,682 | +41.1% | 1.04% | +32.6% |
| Q1 2016 | $5,019,000 | +14.7% | 101,848 | +14.1% | 0.79% | +7.2% |
| Q4 2015 | $4,376,000 | – | 89,233 | – | 0.74% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,185,199 | $108,932,164 | 39.30% |
| HT Partners LLC | 2,221,348 | $110,734,202 | 33.09% |
| Socha Financial Group, LLC | 995,743 | $49,637,787 | 26.40% |
| Morton Brown Family Wealth, LLC | 1,007,164 | $50,207,111 | 25.67% |
| Strid Group, LLC | 2,452,051 | $122,234,750 | 25.55% |
| Members Advisory Group LLC | 747,794 | $37,277,554 | 24.08% |
| MYECFO, LLC | 690,115 | $34,466,005 | 23.90% |
| FREEDOM WEALTH ALLIANCE, LLC | 270,045 | $13,461,742 | 22.15% |
| Hanson & Doremus Investment Management | 1,898,228 | $94,627 | 19.52% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,985,574 | $148,830,844 | 19.42% |