SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 939 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $586,443 | +3.0% | 9,328 | 0.0% | 0.02% | -9.1% |
| Q1 2024 | $569,467 | +20.7% | 9,328 | +10.1% | 0.02% | +4.8% |
| Q4 2023 | $471,629 | +8.3% | 8,472 | -3.0% | 0.02% | -4.5% |
| Q3 2023 | $435,436 | -3.6% | 8,735 | 0.0% | 0.02% | -4.3% |
| Q2 2023 | $451,595 | +8.0% | 8,735 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $417,966 | +3.1% | 8,735 | -3.4% | 0.02% | -4.2% |
| Q4 2022 | $405,392 | +6.7% | 9,047 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $380,000 | -29.2% | 9,047 | -25.6% | 0.02% | -31.4% |
| Q2 2022 | $537,000 | -1.8% | 12,163 | +18.7% | 0.04% | +25.0% |
| Q1 2022 | $547,000 | -39.6% | 10,248 | +27.9% | 0.03% | -37.8% |
| Q4 2021 | $906,000 | +271.3% | 8,013 | +240.3% | 0.04% | +221.4% |
| Q3 2021 | $244,000 | -0.4% | 2,355 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $245,000 | +7.9% | 2,355 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $227,000 | +6.1% | 2,355 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $214,000 | – | 2,355 | – | 0.02% | – |
Download | ||||||
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% |