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 | $15,098,653 | +1.2% | 302,882 | +5.0% | 2.22% | +5.9% |
| Q2 2023 | $14,914,096 | +8.1% | 288,473 | +0.0% | 2.10% | +1.8% |
| Q1 2023 | $13,802,605 | +6.9% | 288,455 | +0.1% | 2.06% | -3.9% |
| Q4 2022 | $12,917,447 | +24.4% | 288,272 | +16.6% | 2.14% | -0.2% |
| Q3 2022 | $10,381,000 | -16.5% | 247,237 | -12.2% | 2.15% | -9.9% |
| Q2 2022 | $12,437,000 | -17.3% | 281,444 | -0.0% | 2.38% | -13.5% |
| Q1 2022 | $15,031,000 | +7.8% | 281,531 | +128.2% | 2.76% | +2.5% |
| Q4 2021 | $13,942,000 | +9.4% | 123,374 | +0.5% | 2.69% | +0.2% |
| Q3 2021 | $12,748,000 | -0.4% | 122,744 | +0.0% | 2.68% | -0.3% |
| Q2 2021 | $12,798,000 | +7.8% | 122,738 | +0.0% | 2.69% | +1.4% |
| Q1 2021 | $11,870,000 | +22296.2% | 122,733 | +21024.4% | 2.65% | +20300.0% |
| Q4 2020 | $53,000 | +15.2% | 581 | +0.2% | 0.01% | -7.1% |
| Q3 2020 | $46,000 | +9.5% | 580 | +0.3% | 0.01% | 0.0% |
| Q2 2020 | $42,000 | +20.0% | 578 | +0.2% | 0.01% | 0.0% |
| Q1 2020 | $35,000 | +34.6% | 577 | +67.2% | 0.01% | +7.7% |
| Q4 2019 | $26,000 | – | 345 | – | 0.01% | – |
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% |