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 | $79,421,266 | -3.2% | 1,593,205 | +0.4% | 10.22% | +0.3% |
| Q2 2023 | $82,066,218 | +8.4% | 1,587,354 | +0.3% | 10.20% | +8.5% |
| Q1 2023 | $75,702,322 | +9.2% | 1,582,076 | +2.3% | 9.40% | +5.7% |
| Q4 2022 | $69,323,171 | +7.9% | 1,547,047 | +1.1% | 8.89% | -0.9% |
| Q3 2022 | $64,236,000 | -4.6% | 1,529,800 | +0.4% | 8.97% | +19.7% |
| Q2 2022 | $67,311,000 | -16.5% | 1,523,219 | +0.8% | 7.50% | -2.7% |
| Q1 2022 | $80,642,000 | -4.6% | 1,510,430 | +101.9% | 7.71% | +1.7% |
| Q4 2021 | $84,558,000 | +10.2% | 748,238 | +1.3% | 7.58% | +4.6% |
| Q3 2021 | $76,714,000 | – | 738,628 | – | 7.24% | – |
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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% |