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 2018 | $2,974,000 | +12.7% | 42,257 | +5.6% | 0.02% | -8.3% |
| Q2 2018 | $2,640,000 | +13.5% | 39,999 | +11.0% | 0.02% | +9.1% |
| Q4 2017 | $2,325,000 | -31.6% | 36,038 | -35.4% | 0.02% | -26.7% |
| Q3 2017 | $3,400,000 | -60.6% | 55,819 | -63.1% | 0.03% | -60.5% |
| Q1 2017 | $8,628,000 | +422.3% | 151,218 | +396.0% | 0.08% | +442.9% |
| Q4 2016 | $1,652,000 | +21.0% | 30,489 | +12.4% | 0.01% | +40.0% |
| Q2 2016 | $1,365,000 | -8.6% | 27,130 | -13.7% | 0.01% | +11.1% |
| Q3 2014 | $1,494,000 | -16.4% | 31,420 | -20.9% | 0.01% | +28.6% |
| Q4 2013 | $1,788,000 | – | 39,722 | – | 0.01% | – |
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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% |