Per Stirling Capital Management, LLC. - SCHWAB STRATEGIC TR ownership

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
Per Stirling Capital Management, LLC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$224,973
-8.9%
4,513
-5.6%
0.05%
-6.0%
Q2 2023$247,074
+4.9%
4,779
-2.9%
0.05%
-2.0%
Q1 2023$235,518
+0.7%
4,922
-5.7%
0.05%
+18.6%
Q4 2022$233,9085,2200.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 2,185,199$108,932,16439.30%
HT Partners LLC 2,221,348$110,734,20233.09%
Socha Financial Group, LLC 995,743$49,637,78726.40%
Morton Brown Family Wealth, LLC 1,007,164$50,207,11125.67%
Strid Group, LLC 2,452,051$122,234,75025.55%
Members Advisory Group LLC 747,794$37,277,55424.08%
MYECFO, LLC 690,115$34,466,00523.90%
FREEDOM WEALTH ALLIANCE, LLC 270,045$13,461,74222.15%
Hanson & Doremus Investment Management 1,898,228$94,62719.52%
HENGEHOLD CAPITAL MANAGEMENT LLC 2,985,574$148,830,84419.42%
View complete list of SCHWAB STRATEGIC TR shareholders