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 | $69,626 | -3.6% | 1,397 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $72,224 | +8.1% | 1,397 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $66,832 | +6.8% | 1,397 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $62,599 | +6.1% | 1,397 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $59,000 | +34.1% | 1,397 | +39.7% | 0.00% | 0.0% |
| Q2 2022 | $44,000 | -17.0% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $53,000 | -7.0% | 1,000 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $57,000 | +9.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $52,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $52,000 | +8.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $48,000 | +6.7% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $45,000 | +12.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $40,000 | +8.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $37,000 | +23.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $30,000 | -21.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $38,000 | +5.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $36,000 | +300.0% | 500 | +145.1% | 0.00% | – |
| Q3 2015 | $9,000 | -10.0% | 204 | +0.5% | 0.00% | – |
| Q2 2015 | $10,000 | 0.0% | 203 | +0.5% | 0.00% | – |
| Q1 2015 | $10,000 | 0.0% | 202 | +0.5% | 0.00% | – |
| Q4 2014 | $10,000 | – | 201 | – | 0.00% | – |
Download | ||||||
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% |