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 | $4,128,079 | +13.8% | 82,810 | +18.0% | 0.00% | +100.0% |
| Q2 2023 | $3,627,944 | +17.1% | 70,173 | +8.4% | 0.00% | 0.0% |
| Q1 2023 | $3,097,665 | +8.7% | 64,737 | +1.8% | 0.00% | 0.0% |
| Q4 2022 | $2,849,871 | +6.7% | 63,599 | -0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,672,000 | -3.5% | 63,624 | +1.5% | 0.00% | 0.0% |
| Q2 2022 | $2,770,000 | -17.8% | 62,678 | -0.6% | 0.00% | 0.0% |
| Q1 2022 | $3,368,000 | +4.3% | 63,074 | +120.7% | 0.00% | 0.0% |
| Q4 2021 | $3,230,000 | +8.8% | 28,585 | -0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,970,000 | +1137.5% | 28,597 | +817.2% | 0.00% | – |
| Q4 2019 | $240,000 | +8.6% | 3,118 | 0.0% | 0.00% | – |
| Q3 2019 | $221,000 | -34.4% | 3,118 | -53.5% | 0.00% | – |
| Q2 2016 | $337,000 | +190.5% | 6,701 | +191.7% | 0.00% | – |
| Q1 2015 | $116,000 | – | 2,297 | – | 0.00% | – |
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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% |