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 | $312,061 | -3.6% | 6,260 | 0.0% | 0.11% | 0.0% |
| Q2 2023 | $323,642 | +8.0% | 6,260 | 0.0% | 0.11% | +0.9% |
| Q1 2023 | $299,541 | +106498.2% | 6,260 | 0.0% | 0.11% | +1.9% |
| Q4 2022 | $281 | -99.9% | 6,260 | 0.0% | 0.11% | -5.3% |
| Q3 2022 | $263,000 | -5.1% | 6,260 | 0.0% | 0.11% | 0.0% |
| Q2 2022 | $277,000 | -17.1% | 6,260 | 0.0% | 0.11% | -1.7% |
| Q1 2022 | $334,000 | -5.6% | 6,260 | +100.0% | 0.12% | -7.2% |
| Q4 2021 | $354,000 | +8.9% | 3,130 | 0.0% | 0.12% | -3.8% |
| Q3 2021 | $325,000 | -0.3% | 3,130 | 0.0% | 0.13% | -12.8% |
| Q2 2021 | $326,000 | +7.6% | 3,130 | 0.0% | 0.15% | +1.4% |
| Q1 2021 | $303,000 | +6.3% | 3,130 | 0.0% | 0.15% | -16.5% |
| Q4 2020 | $285,000 | +14.5% | 3,130 | 0.0% | 0.18% | 0.0% |
| Q3 2020 | $249,000 | +8.3% | 3,130 | 0.0% | 0.18% | +2.9% |
| Q2 2020 | $230,000 | – | 3,130 | – | 0.17% | – |
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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% |