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 | $747,750 | -3.6% | 15,000 | 0.0% | 0.06% | -29.7% |
| Q2 2023 | $775,500 | +8.0% | 15,000 | 0.0% | 0.09% | +9.6% |
| Q1 2023 | $717,750 | +6.8% | 15,000 | 0.0% | 0.08% | -3.5% |
| Q4 2022 | $672,150 | +6.7% | 15,000 | 0.0% | 0.09% | +30.3% |
| Q3 2022 | $630,000 | -5.0% | 15,000 | 0.0% | 0.07% | -29.0% |
| Q2 2022 | $663,000 | +24.2% | 15,000 | +50.0% | 0.09% | +36.8% |
| Q1 2022 | $534,000 | -5.5% | 10,000 | +100.0% | 0.07% | +4.6% |
| Q4 2021 | $565,000 | +8.9% | 5,000 | 0.0% | 0.06% | +16.1% |
| Q3 2021 | $519,000 | -0.4% | 5,000 | 0.0% | 0.06% | -13.8% |
| Q2 2021 | $521,000 | +7.6% | 5,000 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $484,000 | +6.4% | 5,000 | 0.0% | 0.06% | -4.4% |
| Q4 2020 | $455,000 | +14.3% | 5,000 | 0.0% | 0.07% | +7.9% |
| Q3 2020 | $398,000 | +8.4% | 5,000 | 0.0% | 0.06% | +3.3% |
| Q2 2020 | $367,000 | -13.2% | 5,000 | -28.6% | 0.06% | -43.5% |
| Q1 2020 | $423,000 | +57.2% | 7,000 | +100.0% | 0.11% | +47.9% |
| Q4 2019 | $269,000 | +8.0% | 3,500 | 0.0% | 0.07% | +58.7% |
| Q3 2019 | $249,000 | +0.8% | 3,500 | 0.0% | 0.05% | -8.0% |
| Q2 2019 | $247,000 | +2.9% | 3,500 | -12.5% | 0.05% | +13.6% |
| Q4 2018 | $240,000 | – | 4,000 | – | 0.04% | – |
Download | ||||||
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% |