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 | $2,576,465 | -3.6% | 51,684 | -0.0% | 0.13% | -5.8% |
Q2 2023 | $2,672,097 | -7.4% | 51,685 | -14.3% | 0.14% | -15.8% |
Q1 2023 | $2,884,375 | +12.6% | 60,280 | +5.5% | 0.16% | +2.5% |
Q4 2022 | $2,560,606 | +0.9% | 57,144 | -5.4% | 0.16% | -16.6% |
Q3 2022 | $2,537,000 | +710.5% | 60,419 | +751.9% | 0.19% | +589.3% |
Q2 2022 | $313,000 | -28.2% | 7,092 | -13.1% | 0.03% | -15.2% |
Q1 2022 | $436,000 | -13.8% | 8,165 | +82.4% | 0.03% | -10.8% |
Q4 2021 | $506,000 | +8.8% | 4,477 | 0.0% | 0.04% | -2.6% |
Q3 2021 | $465,000 | -21.2% | 4,477 | -20.9% | 0.04% | +2.7% |
Q2 2021 | $590,000 | +5.7% | 5,660 | -1.9% | 0.04% | -7.5% |
Q1 2021 | $558,000 | +1.6% | 5,769 | -4.3% | 0.04% | -13.0% |
Q4 2020 | $549,000 | +20.4% | 6,031 | +5.3% | 0.05% | 0.0% |
Q3 2020 | $456,000 | +21.3% | 5,729 | +12.0% | 0.05% | -11.5% |
Q2 2020 | $376,000 | -12.4% | 5,117 | -27.9% | 0.05% | -16.1% |
Q1 2020 | $429,000 | -46.6% | 7,097 | -32.1% | 0.06% | -34.7% |
Q4 2019 | $803,000 | – | 10,447 | – | 0.10% | – |
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% |