SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.19 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $304,619 | +257.2% | 4,846 | +246.9% | 0.00% | +300.0% |
Q1 2024 | $85,272 | +9.6% | 1,397 | 0.0% | 0.00% | 0.0% |
Q4 2023 | $77,770 | +11.7% | 1,397 | 0.0% | 0.00% | 0.0% |
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 | 2,185,199 | $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% |