SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,481 | -3.6% | 792 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $40,946 | +8.0% | 792 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $37,897 | +6.8% | 792 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $35,490 | -89.9% | 792 | -82.7% | 0.00% | -90.0% |
| Q4 2019 | $353,000 | +8.3% | 4,580 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $326,000 | -16.0% | 4,580 | -16.9% | 0.04% | -16.7% |
| Q2 2019 | $388,000 | +0.5% | 5,510 | -2.7% | 0.05% | -7.7% |
| Q1 2019 | $386,000 | 0.0% | 5,665 | 0.0% | 0.05% | 0.0% |
| Q4 2018 | $386,000 | 0.0% | 5,665 | 0.0% | 0.05% | 0.0% |
| Q3 2018 | $386,000 | -60.9% | 5,665 | -62.2% | 0.05% | -60.3% |
| Q2 2018 | $987,000 | -18.1% | 14,968 | -20.8% | 0.13% | -17.1% |
| Q1 2018 | $1,205,000 | -2.0% | 18,892 | -1.0% | 0.16% | -1.9% |
| Q4 2017 | $1,230,000 | +184.1% | 19,075 | +168.2% | 0.16% | +168.3% |
| Q3 2017 | $433,000 | +68.5% | 7,112 | +62.3% | 0.06% | +53.8% |
| Q2 2017 | $257,000 | – | 4,383 | – | 0.04% | – |
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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% |