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 | $54,971 | -0.7% | 1,103 | +3.0% | 0.01% | -7.1% |
| Q2 2023 | $55,357 | +16.5% | 1,071 | +7.9% | 0.01% | +7.7% |
| Q1 2023 | $47,502 | +6.8% | 993 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $44,484 | -46.4% | 993 | -49.9% | 0.01% | -50.0% |
| Q3 2022 | $83,000 | +4050.0% | 1,982 | +9338.1% | 0.03% | +2500.0% |
| Q3 2020 | $2,000 | -33.3% | 21 | -41.7% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | +50.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -75.0% | 36 | -65.4% | 0.00% | -66.7% |
| Q4 2019 | $8,000 | -11.1% | 104 | -13.3% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | +12.5% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | – | 120 | – | 0.00% | – |
Download | ||||||
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% |