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 | $373,527 | -6.0% | 7,493 | -2.5% | 0.03% | 0.0% |
| Q2 2023 | $397,368 | +10.2% | 7,686 | +1.9% | 0.03% | +8.3% |
| Q1 2023 | $360,721 | +6.9% | 7,539 | +0.1% | 0.02% | 0.0% |
| Q4 2022 | $337,583 | -4.1% | 7,534 | -10.2% | 0.02% | -7.7% |
| Q3 2022 | $352,000 | -11.8% | 8,386 | -7.0% | 0.03% | -10.3% |
| Q2 2022 | $399,000 | +64.9% | 9,021 | +186.5% | 0.03% | -9.4% |
| Q4 2019 | $242,000 | +8.0% | 3,149 | -0.2% | 0.03% | -5.9% |
| Q3 2019 | $224,000 | -21.7% | 3,155 | -22.3% | 0.03% | -24.4% |
| Q2 2019 | $286,000 | +34.3% | 4,062 | +14.4% | 0.04% | -26.2% |
| Q4 2018 | $213,000 | – | 3,551 | – | 0.06% | – |
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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% |