SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.19 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $327,972 | -22.1% | 5,217 | -24.4% | 0.16% | -25.6% |
| Q1 2024 | $421,286 | +11.8% | 6,901 | +1.9% | 0.22% | -3.5% |
| Q4 2023 | $376,924 | +13.3% | 6,771 | +1.5% | 0.23% | +5.1% |
| Q3 2023 | $332,695 | -4.9% | 6,674 | -1.4% | 0.22% | -8.9% |
| Q2 2023 | $349,841 | +84607.3% | 6,767 | -21.5% | 0.24% | -38.8% |
| Q1 2023 | $413 | +7.0% | 8,625 | +0.1% | 0.39% | +6.3% |
| Q4 2022 | $386 | -99.9% | 8,618 | -2.1% | 0.36% | +12.7% |
| Q3 2022 | $370,000 | -4.1% | 8,807 | +0.8% | 0.32% | +0.3% |
| Q2 2022 | $386,000 | -18.4% | 8,738 | -1.4% | 0.32% | -1.8% |
| Q1 2022 | $473,000 | -43.1% | 8,866 | +16.3% | 0.33% | +7.5% |
| Q4 2021 | $831,000 | +140.2% | 7,624 | +128.7% | 0.30% | +9.3% |
| Q3 2021 | $346,000 | -54.0% | 3,333 | -53.8% | 0.28% | -53.9% |
| Q2 2021 | $752,000 | +2.9% | 7,214 | -4.5% | 0.60% | -10.5% |
| Q1 2021 | $731,000 | +0.7% | 7,554 | -5.3% | 0.68% | -11.5% |
| Q4 2020 | $726,000 | +22.6% | 7,978 | -0.9% | 0.76% | -14.4% |
| Q3 2020 | $592,000 | 0.0% | 8,052 | 0.0% | 0.89% | 0.0% |
| Q2 2020 | $592,000 | +44.7% | 8,052 | +19.0% | 0.89% | +1.6% |
| Q1 2020 | $409,000 | – | 6,765 | – | 0.88% | – |
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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% |