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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $76,644,237 | -3.2% | 1,537,497 | +0.4% | 13.44% | -0.7% |
Q2 2023 | $79,189,423 | +8.4% | 1,531,710 | +0.4% | 13.54% | +8.4% |
Q1 2023 | $73,023,953 | +7.2% | 1,526,101 | +0.4% | 12.50% | +1.2% |
Q4 2022 | $68,120,181 | +7.2% | 1,520,200 | +0.5% | 12.35% | -6.7% |
Q3 2022 | $63,542,000 | -4.6% | 1,513,265 | +0.4% | 13.24% | +22.9% |
Q2 2022 | $66,582,000 | -6.0% | 1,506,714 | +13.5% | 10.77% | +13.6% |
Q1 2022 | $70,851,000 | -5.2% | 1,327,054 | +100.6% | 9.48% | +6.7% |
Q4 2021 | $74,770,000 | – | 661,619 | – | 8.89% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |