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 | $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% | – |
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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% |