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 | $279,659 | -3.6% | 5,610 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $290,037 | +8.0% | 5,610 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $268,439 | +28.4% | 5,610 | +20.3% | 0.02% | +27.8% |
| Q4 2022 | $208,994 | +1.5% | 4,664 | 0.0% | 0.02% | -10.0% |
| Q2 2022 | $206,000 | -17.3% | 4,664 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $249,000 | -5.7% | 4,664 | +100.0% | 0.02% | -8.7% |
| Q4 2021 | $264,000 | +9.1% | 2,332 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $242,000 | -0.4% | 2,332 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $243,000 | +7.5% | 2,332 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $226,000 | – | 2,332 | – | 0.02% | – |
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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% |