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 2023 | $487,732 | -3.6% | 9,784 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $505,833 | +8.0% | 9,784 | 0.0% | 0.04% | +5.1% |
| Q1 2023 | $468,164 | +6.8% | 9,784 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $438,421 | +6.7% | 9,784 | 0.0% | 0.04% | -2.5% |
| Q3 2022 | $411,000 | -4.9% | 9,784 | 0.0% | 0.04% | +2.6% |
| Q2 2022 | $432,000 | +28.2% | 9,784 | +55.2% | 0.04% | +50.0% |
| Q1 2022 | $337,000 | -5.3% | 6,304 | +100.0% | 0.03% | +4.0% |
| Q4 2021 | $356,000 | +8.9% | 3,152 | 0.0% | 0.02% | -7.4% |
| Q3 2021 | $327,000 | +145.9% | 3,152 | +146.6% | 0.03% | +145.5% |
| Q2 2021 | $133,000 | +7.3% | 1,278 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $124,000 | +4.2% | 1,278 | -1.9% | 0.01% | 0.0% |
| Q4 2020 | $119,000 | – | 1,303 | – | 0.01% | – |
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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% |