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 | $18,483,382 | -2.6% | 370,780 | +1.1% | 3.95% | +2.7% |
| Q2 2023 | $18,967,642 | +15.4% | 366,879 | +0.0% | 3.84% | +13.7% |
| Q1 2023 | $16,439,578 | 0.0% | 366,873 | 0.0% | 3.38% | 0.0% |
| Q4 2022 | $16,439,578 | +6.7% | 366,873 | +0.0% | 3.38% | -7.7% |
| Q3 2022 | $15,405,000 | -1.4% | 366,872 | +3.8% | 3.66% | +2.9% |
| Q2 2022 | $15,626,000 | -14.0% | 353,611 | +3.9% | 3.56% | -10.7% |
| Q1 2022 | $18,166,000 | +31.6% | 340,260 | +178.6% | 3.99% | +32.0% |
| Q4 2021 | $13,802,000 | +8.8% | 122,130 | -0.0% | 3.02% | +6.2% |
| Q3 2021 | $12,686,000 | -0.4% | 122,144 | 0.0% | 2.85% | -2.9% |
| Q2 2021 | $12,736,000 | +7.8% | 122,144 | 0.0% | 2.93% | -8.3% |
| Q1 2021 | $11,813,000 | – | 122,144 | – | 3.20% | – |
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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% |