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 | $528,421 | +15.2% | 10,600 | +19.5% | 0.04% | +13.2% |
| Q2 2023 | $458,615 | +5.6% | 8,871 | -2.3% | 0.04% | -2.6% |
| Q1 2023 | $434,294 | +189548.0% | 9,076 | +348.6% | 0.04% | +69.6% |
| Q4 2022 | $229 | -99.9% | 2,023 | -58.1% | 0.02% | -4.2% |
| Q1 2022 | $258,000 | +12.7% | 4,831 | +138.8% | 0.02% | +4.3% |
| Q4 2021 | $229,000 | -78.0% | 2,023 | -82.0% | 0.02% | -85.5% |
| Q4 2020 | $1,042,000 | +7.2% | 11,245 | -7.9% | 0.16% | -14.1% |
| Q3 2020 | $972,000 | +10.5% | 12,205 | +1.9% | 0.18% | -1.1% |
| Q2 2020 | $880,000 | +25.7% | 11,981 | +3.4% | 0.19% | -0.5% |
| Q1 2020 | $700,000 | +498.3% | 11,592 | +597.1% | 0.19% | +337.2% |
| Q3 2018 | $117,000 | +101.7% | 1,663 | +88.5% | 0.04% | +79.2% |
| Q2 2018 | $58,000 | +1.8% | 882 | -0.5% | 0.02% | -7.7% |
| Q1 2018 | $57,000 | – | 886 | – | 0.03% | – |
Download | ||||||
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% |