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 | $248,040 | -3.2% | 4,976 | +0.4% | 0.23% | +4.6% |
| Q2 2023 | $256,266 | +8.4% | 4,957 | +0.4% | 0.22% | +6.3% |
| Q1 2023 | $236,313 | +7.2% | 4,939 | +0.4% | 0.21% | +4.0% |
| Q4 2022 | $220,455 | +7.2% | 4,920 | +0.4% | 0.20% | -3.9% |
| Q3 2022 | $205,659 | -4.3% | 4,898 | +0.4% | 0.21% | +2.5% |
| Q2 2022 | $215,000 | -17.0% | 4,877 | +0.4% | 0.20% | +4.7% |
| Q1 2022 | $259,000 | -5.5% | 4,858 | +100.6% | 0.19% | -1.5% |
| Q4 2021 | $274,000 | +9.2% | 2,422 | +0.4% | 0.20% | +0.5% |
| Q3 2021 | $251,000 | 0.0% | 2,413 | +0.3% | 0.19% | +2.6% |
| Q2 2021 | $251,000 | +8.2% | 2,406 | +0.3% | 0.19% | +5.0% |
| Q1 2021 | $232,000 | +6.4% | 2,398 | +0.3% | 0.18% | +7.8% |
| Q4 2020 | $218,000 | – | 2,391 | – | 0.17% | – |
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% |