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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $829,000 | +42.9% | 11,775 | +26.6% | 0.25% | +28.7% |
| Q4 2018 | $580,000 | +10.3% | 9,302 | +24.6% | 0.20% | +16.8% |
| Q3 2018 | $526,000 | +9.6% | 7,466 | +4.9% | 0.17% | +5.0% |
| Q2 2018 | $480,000 | +3.7% | 7,117 | +0.2% | 0.16% | +1.3% |
| Q1 2018 | $463,000 | +2.2% | 7,101 | +5.9% | 0.16% | +3.3% |
| Q4 2017 | $453,000 | -41.0% | 6,705 | -46.8% | 0.15% | -44.3% |
| Q3 2017 | $768,000 | +2.8% | 12,607 | +0.8% | 0.27% | -1.8% |
| Q2 2017 | $747,000 | +9.4% | 12,505 | +4.5% | 0.28% | +3.7% |
| Q1 2017 | $683,000 | +7.9% | 11,963 | +2.5% | 0.27% | -0.4% |
| Q4 2016 | $633,000 | -19.9% | 11,674 | -22.7% | 0.27% | -20.4% |
| Q3 2016 | $790,000 | +10.2% | 15,093 | +5.9% | 0.34% | +3.4% |
| Q2 2016 | $717,000 | +17.9% | 14,255 | +15.5% | 0.33% | +13.5% |
| Q1 2016 | $608,000 | +4.8% | 12,339 | +4.4% | 0.29% | +3.2% |
| Q4 2015 | $580,000 | +28900.0% | 11,819 | +27386.0% | 0.28% | +27800.0% |
| Q3 2015 | $2,000 | – | 43 | – | 0.00% | – |
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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% |