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 | $5,147,611 | +14.5% | 103,262 | +18.7% | 4.31% | +8.8% |
| Q2 2023 | $4,496,297 | +74.8% | 86,969 | +61.7% | 3.96% | +57.7% |
| Q1 2023 | $2,572,799 | -14.6% | 53,768 | -20.0% | 2.51% | -27.2% |
| Q4 2022 | $3,012,935 | -2.9% | 67,238 | -9.0% | 3.45% | -6.3% |
| Q3 2022 | $3,104,000 | -16.9% | 73,926 | -12.6% | 3.69% | -5.3% |
| Q2 2022 | $3,736,000 | -60.6% | 84,555 | -52.4% | 3.89% | -50.7% |
| Q1 2022 | $9,484,000 | -0.1% | 177,630 | +111.5% | 7.89% | +10.0% |
| Q4 2021 | $9,490,000 | +15.5% | 83,973 | +6.2% | 7.18% | +13.5% |
| Q3 2021 | $8,214,000 | +16.4% | 79,086 | +16.9% | 6.32% | +10.8% |
| Q2 2021 | $7,055,000 | +8.3% | 67,662 | +0.5% | 5.71% | +6.3% |
| Q1 2021 | $6,513,000 | +6.1% | 67,350 | -0.1% | 5.37% | -3.0% |
| Q4 2020 | $6,136,000 | +11.5% | 67,441 | -2.4% | 5.54% | -2.3% |
| Q3 2020 | $5,503,000 | +16.9% | 69,097 | +7.8% | 5.67% | +3.5% |
| Q2 2020 | $4,708,000 | +7.7% | 64,085 | -11.4% | 5.48% | -4.3% |
| Q1 2020 | $4,373,000 | -40.7% | 72,367 | -24.5% | 5.72% | -19.0% |
| Q4 2019 | $7,370,000 | – | 95,865 | – | 7.06% | – |
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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% |