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 | $2,977,586 | +20.2% | 47,361 | +16.7% | 0.03% | +10.7% |
| Q1 2024 | $2,478,081 | +7.8% | 40,591 | -1.7% | 0.03% | 0.0% |
| Q4 2023 | $2,299,678 | +18.5% | 41,309 | +6.1% | 0.03% | 0.0% |
| Q3 2023 | $1,940,461 | -1.8% | 38,926 | +1.9% | 0.03% | 0.0% |
| Q2 2023 | $1,975,819 | +8.2% | 38,217 | +0.1% | 0.03% | -3.4% |
| Q1 2023 | $1,826,626 | +4.0% | 38,174 | -2.6% | 0.03% | -6.5% |
| Q4 2022 | $1,756,910 | +50.2% | 39,208 | +40.7% | 0.03% | +34.8% |
| Q3 2022 | $1,170,000 | -7.1% | 27,873 | -2.2% | 0.02% | -4.2% |
| Q2 2022 | $1,259,000 | -9.0% | 28,499 | +10.0% | 0.02% | +4.3% |
| Q1 2022 | $1,383,000 | -5.5% | 25,910 | +100.1% | 0.02% | 0.0% |
| Q4 2021 | $1,463,000 | +14.7% | 12,948 | +5.4% | 0.02% | +4.5% |
| Q3 2021 | $1,276,000 | +326.8% | 12,282 | +327.8% | 0.02% | +340.0% |
| Q2 2021 | $299,000 | +9.1% | 2,871 | +1.5% | 0.01% | -16.7% |
| Q1 2021 | $274,000 | +6.6% | 2,829 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $257,000 | +23.6% | 2,829 | +8.4% | 0.01% | +20.0% |
| Q3 2020 | $208,000 | – | 2,609 | – | 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% |