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 | $465,898 | +114.1% | 9,346 | +122.0% | 0.02% | +100.0% |
| Q2 2023 | $217,657 | +8.0% | 4,210 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $201,449 | +6.8% | 4,210 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $188,650 | +6.6% | 4,210 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $177,000 | -4.8% | 4,210 | 0.0% | 0.01% | +9.1% |
| Q2 2022 | $186,000 | +8.1% | 4,210 | +30.5% | 0.01% | +22.2% |
| Q1 2022 | $172,000 | -5.5% | 3,226 | +100.0% | 0.01% | -18.2% |
| Q4 2021 | $182,000 | +8.3% | 1,613 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $168,000 | 0.0% | 1,613 | 0.0% | 0.01% | +10.0% |
| Q2 2021 | $168,000 | – | 1,613 | – | 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% |