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 | $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 | 2,128,850 | $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% |