SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.19 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $983,858 | -92.2% | 15,649 | -92.4% | 0.03% | -92.1% |
| Q1 2024 | $12,591,177 | +1033.6% | 206,244 | +933.7% | 0.33% | +819.4% |
| Q4 2023 | $1,110,733 | +132.4% | 19,952 | +108.1% | 0.04% | +100.0% |
| Q3 2023 | $478,016 | -5.4% | 9,589 | -1.9% | 0.02% | -5.3% |
| Q2 2023 | $505,269 | +10.7% | 9,773 | +2.5% | 0.02% | 0.0% |
| Q1 2023 | $456,445 | +0.8% | 9,539 | -5.6% | 0.02% | -13.6% |
| Q4 2022 | $452,809 | +29.0% | 10,105 | +20.7% | 0.02% | +15.8% |
| Q3 2022 | $351,000 | -5.1% | 8,369 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $370,000 | -18.9% | 8,369 | -2.0% | 0.02% | -9.5% |
| Q1 2022 | $456,000 | -1.9% | 8,541 | +107.6% | 0.02% | 0.0% |
| Q4 2021 | $465,000 | +11.2% | 4,114 | +2.3% | 0.02% | 0.0% |
| Q3 2021 | $418,000 | -0.2% | 4,022 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $419,000 | +7.7% | 4,022 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $389,000 | +6.3% | 4,022 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $366,000 | +7.0% | 4,022 | -9.7% | 0.02% | -30.3% |
| Q4 2019 | $342,000 | +70.1% | 4,453 | +42.9% | 0.03% | -2.9% |
| Q4 2017 | $201,000 | -64.5% | 3,116 | -66.5% | 0.03% | -67.3% |
| Q3 2017 | $566,000 | – | 9,296 | – | 0.10% | – |
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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% |