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 | $541,720 | -3.7% | 10,867 | -0.1% | 0.01% | +7.7% |
Q2 2023 | $562,651 | -2.0% | 10,883 | -9.3% | 0.01% | +8.3% |
Q1 2023 | $573,918 | +102385.4% | 11,994 | -4.1% | 0.01% | 0.0% |
Q4 2022 | $560 | -99.9% | 12,506 | +2.0% | 0.01% | +9.1% |
Q3 2022 | $515,000 | +50.1% | 12,259 | +57.8% | 0.01% | +57.1% |
Q2 2022 | $343,000 | – | 7,771 | – | 0.01% | – |
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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% |