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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $630,000 | -24.4% | 14,250 | -8.7% | 0.12% | -10.2% |
| Q1 2022 | $833,000 | -9.9% | 15,608 | +90.7% | 0.14% | -3.5% |
| Q4 2021 | $925,000 | +9.1% | 8,186 | +0.3% | 0.14% | +29.1% |
| Q3 2021 | $848,000 | +10.4% | 8,165 | +10.9% | 0.11% | -10.6% |
| Q2 2021 | $768,000 | +38.4% | 7,362 | +28.4% | 0.12% | +24.2% |
| Q1 2021 | $555,000 | +5.9% | 5,735 | -0.4% | 0.10% | -1.0% |
| Q4 2020 | $524,000 | +13.2% | 5,756 | -1.0% | 0.10% | +4.2% |
| Q3 2020 | $463,000 | +8.9% | 5,812 | +0.4% | 0.10% | +4.3% |
| Q2 2020 | $425,000 | +2.7% | 5,787 | -15.5% | 0.09% | -11.5% |
| Q1 2020 | $414,000 | -26.3% | 6,848 | -6.2% | 0.10% | -14.8% |
| Q4 2019 | $562,000 | -5.1% | 7,301 | -12.4% | 0.12% | -9.6% |
| Q3 2019 | $592,000 | +0.5% | 8,339 | -0.0% | 0.14% | +5.5% |
| Q2 2019 | $589,000 | +1.6% | 8,341 | -2.1% | 0.13% | +0.8% |
| Q1 2019 | $580,000 | – | 8,521 | – | 0.13% | – |
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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% |