Seascape Capital Management - SCHWAB STRATEGIC TR ownership

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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%.

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Quarter-by-quarter ownership
Seascape Capital Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$906
-3.4%
18,179
+0.2%
0.43%
-3.4%
Q2 2023$938
+8.3%
18,135
+0.2%
0.44%
+0.5%
Q1 2023$866
-20.5%
18,092
-25.5%
0.44%
-25.6%
Q4 2022$1,089
-99.9%
24,298
-3.8%
0.59%
-18.2%
Q3 2022$1,060,000
-4.5%
25,252
+0.6%
0.73%
+7.7%
Q2 2022$1,110,000
-16.7%
25,108
+0.6%
0.67%
-2.5%
Q1 2022$1,332,000
-9.9%
24,957
+90.8%
0.69%
-0.3%
Q4 2021$1,478,000
+12.4%
13,079
+3.3%
0.69%
+2.8%
Q3 2021$1,315,000
+11.3%
12,657
+11.7%
0.67%
+9.6%
Q2 2021$1,182,000
+6.3%
11,332
-1.5%
0.62%
-0.6%
Q1 2021$1,112,000
-7.3%
11,500
-12.8%
0.62%
-11.7%
Q4 2020$1,200,000
+22.8%
13,185
+7.5%
0.70%
+12.9%
Q3 2020$977,000
+13.1%
12,268
+4.3%
0.62%
+0.3%
Q2 2020$864,000
+24.9%
11,760
+2.8%
0.62%
-1.4%
Q1 2020$692,000
-18.3%
11,444
+3.9%
0.63%
+3.8%
Q4 2019$847,000–11,012–0.60%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 2,185,199$108,932,16439.30%
HT Partners LLC 2,221,348$110,734,20233.09%
Socha Financial Group, LLC 995,743$49,637,78726.40%
Morton Brown Family Wealth, LLC 1,007,164$50,207,11125.67%
Strid Group, LLC 2,452,051$122,234,75025.55%
Members Advisory Group LLC 747,794$37,277,55424.08%
MYECFO, LLC 690,115$34,466,00523.90%
FREEDOM WEALTH ALLIANCE, LLC 270,045$13,461,74222.15%
Hanson & Doremus Investment Management 1,898,228$94,62719.52%
HENGEHOLD CAPITAL MANAGEMENT LLC 2,985,574$148,830,84419.42%
View complete list of SCHWAB STRATEGIC TR shareholders