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 | $102,193 | -3.6% | 2,050 | 0.0% | 0.07% | +2.8% |
| Q2 2023 | $105,985 | +8.0% | 2,050 | 0.0% | 0.07% | +4.4% |
| Q1 2023 | $98,093 | +6.8% | 2,050 | 0.0% | 0.07% | +4.6% |
| Q4 2022 | $91,860 | +6.8% | 2,050 | 0.0% | 0.06% | -5.8% |
| Q3 2022 | $86,000 | -5.5% | 2,050 | 0.0% | 0.07% | +3.0% |
| Q2 2022 | $91,000 | -16.5% | 2,050 | 0.0% | 0.07% | +4.7% |
| Q1 2022 | $109,000 | -6.0% | 2,050 | +100.0% | 0.06% | +6.7% |
| Q4 2021 | $116,000 | +9.4% | 1,025 | 0.0% | 0.06% | -1.6% |
| Q3 2021 | $106,000 | -0.9% | 1,025 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $107,000 | +8.1% | 1,025 | 0.0% | 0.06% | -4.7% |
| Q1 2021 | $99,000 | +6.5% | 1,025 | 0.0% | 0.06% | -4.5% |
| Q4 2020 | $93,000 | +13.4% | 1,025 | 0.0% | 0.07% | -10.7% |
| Q3 2020 | $82,000 | +9.3% | 1,025 | 0.0% | 0.08% | -9.6% |
| Q2 2020 | $75,000 | +21.0% | 1,025 | 0.0% | 0.08% | +6.4% |
| Q1 2020 | $62,000 | -21.5% | 1,025 | 0.0% | 0.08% | +18.2% |
| Q4 2019 | $79,000 | +8.2% | 1,025 | 0.0% | 0.07% | -5.7% |
| Q3 2019 | $73,000 | +1.4% | 1,025 | 0.0% | 0.07% | +1.4% |
| Q2 2019 | $72,000 | +2.9% | 1,025 | 0.0% | 0.07% | -4.2% |
| Q1 2019 | $70,000 | +14.8% | 1,025 | 0.0% | 0.07% | -4.0% |
| Q4 2018 | $61,000 | – | 1,025 | – | 0.08% | – |
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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% |