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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $262,000 | +8.3% | 3,414 | 0.0% | 0.15% | -0.7% |
| Q3 2019 | $242,000 | -4.0% | 3,414 | -4.6% | 0.15% | -5.0% |
| Q2 2019 | $252,000 | -0.4% | 3,577 | -3.9% | 0.16% | -4.7% |
| Q1 2019 | $253,000 | +4.1% | 3,724 | -8.0% | 0.17% | -9.6% |
| Q4 2018 | $243,000 | -14.7% | 4,049 | 0.0% | 0.19% | -5.1% |
| Q3 2018 | $285,000 | +6.7% | 4,049 | 0.0% | 0.20% | +0.5% |
| Q2 2018 | $267,000 | +3.5% | 4,049 | 0.0% | 0.20% | -2.5% |
| Q1 2018 | $258,000 | -67.0% | 4,049 | -66.7% | 0.20% | +2.6% |
| Q4 2017 | $783,000 | +217.0% | 12,147 | +200.0% | 0.20% | -3.0% |
| Q3 2017 | $247,000 | +4.2% | 4,049 | 0.0% | 0.20% | 0.0% |
| Q2 2017 | $237,000 | -5.6% | 4,049 | -8.0% | 0.20% | -12.6% |
| Q1 2017 | $251,000 | +5.0% | 4,403 | 0.0% | 0.23% | -1.7% |
| Q4 2016 | $239,000 | – | 4,403 | – | 0.24% | – |
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% |