SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $114,632 | -3.6% | 2,300 | 0.0% | 0.05% | +1.9% |
| Q2 2023 | $118,910 | +8.1% | 2,300 | 0.0% | 0.05% | +3.9% |
| Q1 2023 | $110,032 | +6.8% | 2,300 | 0.0% | 0.05% | +6.2% |
| Q4 2022 | $103,063 | +6.3% | 2,300 | 0.0% | 0.05% | -4.0% |
| Q3 2022 | $97,000 | -4.9% | 2,300 | 0.0% | 0.05% | +4.2% |
| Q2 2022 | $102,000 | -17.1% | 2,300 | 0.0% | 0.05% | -9.4% |
| Q1 2022 | $123,000 | -5.4% | 2,300 | +100.0% | 0.05% | +3.9% |
| Q4 2021 | $130,000 | +9.2% | 1,150 | 0.0% | 0.05% | +2.0% |
| Q3 2021 | $119,000 | -0.8% | 1,150 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $120,000 | +8.1% | 1,150 | 0.0% | 0.05% | +4.2% |
| Q1 2021 | $111,000 | +5.7% | 1,150 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $105,000 | +14.1% | 1,150 | 0.0% | 0.05% | +4.3% |
| Q3 2020 | $92,000 | +9.5% | 1,150 | 0.0% | 0.05% | +4.5% |
| Q2 2020 | $84,000 | +21.7% | 1,150 | 0.0% | 0.04% | +7.3% |
| Q1 2020 | $69,000 | -21.6% | 1,150 | 0.0% | 0.04% | -2.4% |
| Q4 2019 | $88,000 | +7.3% | 1,150 | 0.0% | 0.04% | +2.4% |
| Q3 2019 | $82,000 | +1.2% | 1,150 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $81,000 | – | 1,150 | – | 0.04% | – |
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% |