SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 939 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,802,690 | +7.4% | 54,211 | -0.6% | 0.32% | -17.9% |
| Q1 2023 | $2,610,422 | -8.7% | 54,554 | -15.7% | 0.39% | -49.4% |
| Q2 2022 | $2,860,000 | -46.7% | 64,711 | -35.7% | 0.77% | -9.9% |
| Q1 2022 | $5,369,000 | -52.7% | 100,562 | -7.9% | 0.86% | -59.3% |
| Q3 2021 | $11,341,000 | -0.2% | 109,197 | +0.2% | 2.10% | -8.0% |
| Q2 2021 | $11,360,000 | +7.7% | 108,946 | -0.1% | 2.28% | -23.7% |
| Q1 2021 | $10,551,000 | +21.1% | 109,095 | +13.9% | 2.99% | +6.6% |
| Q4 2020 | $8,715,000 | +14.5% | 95,778 | -7.5% | 2.81% | -10.7% |
| Q3 2020 | $7,609,000 | – | 103,573 | – | 3.14% | – |
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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% |