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 | $2,742 | -81.7% | 55 | -84.4% | 0.00% | -100.0% |
Q3 2022 | $15,000 | +200.0% | 352 | +441.5% | 0.00% | – |
Q2 2020 | $5,000 | -16.7% | 65 | -38.7% | 0.00% | -100.0% |
Q1 2020 | $6,000 | -53.8% | 106 | -37.6% | 0.00% | 0.0% |
Q4 2019 | $13,000 | -7.1% | 170 | -12.8% | 0.00% | 0.0% |
Q3 2019 | $14,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $14,000 | +7.7% | 195 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $13,000 | +8.3% | 195 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $12,000 | -14.3% | 195 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $14,000 | +7.7% | 195 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $13,000 | +8.3% | 195 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $12,000 | -7.7% | 195 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $13,000 | – | 195 | – | 0.00% | – |
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% |