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 | $2,437,665 | -5.3% | 48,900 | -1.8% | 0.10% | -13.8% |
| Q2 2023 | $2,574,660 | +11.2% | 49,800 | +2.9% | 0.12% | -17.7% |
| Q1 2023 | $2,315,940 | -4.5% | 48,400 | -10.5% | 0.14% | -19.0% |
| Q4 2022 | $2,424,221 | +8.1% | 54,100 | +1.3% | 0.17% | -33.6% |
| Q3 2022 | $2,242,000 | -6.6% | 53,400 | -1.7% | 0.26% | -7.1% |
| Q2 2022 | $2,400,000 | -16.4% | 54,300 | +0.9% | 0.28% | -28.6% |
| Q1 2022 | $2,872,000 | -18.3% | 53,800 | +73.0% | 0.40% | -32.1% |
| Q4 2021 | $3,515,000 | +9.5% | 31,100 | +0.6% | 0.58% | +62.6% |
| Q3 2021 | $3,209,000 | +2.6% | 30,900 | +3.0% | 0.36% | -2.2% |
| Q2 2021 | $3,128,000 | +6.8% | 30,000 | -1.0% | 0.37% | -2.4% |
| Q1 2021 | $2,930,000 | -4.4% | 30,300 | -10.1% | 0.38% | -57.1% |
| Q4 2020 | $3,066,000 | +10.9% | 33,700 | -2.9% | 0.87% | -18.5% |
| Q3 2020 | $2,764,000 | -43.2% | 34,700 | -52.3% | 1.07% | +3.3% |
| Q2 2020 | $4,867,000 | +121.2% | 72,700 | +99.7% | 1.04% | +6.3% |
| Q1 2020 | $2,200,000 | -34.8% | 36,400 | -17.1% | 0.98% | -34.7% |
| Q4 2019 | $3,375,000 | +8.7% | 43,900 | +0.5% | 1.50% | +11.6% |
| Q3 2019 | $3,104,000 | +2.6% | 43,700 | +1.9% | 1.34% | -16.7% |
| Q2 2019 | $3,026,000 | -0.8% | 42,900 | -4.2% | 1.61% | -3.7% |
| Q1 2019 | $3,049,000 | +0.6% | 44,800 | -11.5% | 1.67% | -5.8% |
| Q4 2018 | $3,032,000 | – | 50,600 | – | 1.77% | – |
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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% |