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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,755 | +4.0% | 36,677 | -2.6% | 0.72% | -4.1% |
| Q4 2022 | $1,687 | -99.9% | 37,641 | +1.3% | 0.75% | +1.1% |
| Q3 2022 | $1,560,000 | -5.1% | 37,142 | -0.1% | 0.74% | -1.3% |
| Q2 2022 | $1,643,000 | -17.0% | 37,171 | +0.3% | 0.75% | -6.9% |
| Q1 2022 | $1,979,000 | -4.9% | 37,070 | +101.4% | 0.81% | -0.1% |
| Q4 2021 | $2,080,000 | +9.3% | 18,407 | +0.5% | 0.81% | +2.1% |
| Q3 2021 | $1,903,000 | -10.0% | 18,323 | -9.6% | 0.79% | -13.4% |
| Q2 2021 | $2,114,000 | +7.7% | 20,272 | -0.1% | 0.92% | -14.6% |
| Q1 2021 | $1,963,000 | +3.9% | 20,294 | -2.3% | 1.07% | -4.4% |
| Q4 2020 | $1,889,000 | +12.1% | 20,762 | -1.8% | 1.12% | -1.2% |
| Q3 2020 | $1,685,000 | +6.2% | 21,153 | -2.0% | 1.14% | -4.8% |
| Q2 2020 | $1,586,000 | +23.3% | 21,582 | +1.4% | 1.19% | +6.3% |
| Q1 2020 | $1,286,000 | -20.0% | 21,283 | +1.8% | 1.12% | -15.4% |
| Q4 2019 | $1,607,000 | +8.9% | 20,899 | +0.6% | 1.33% | +1.3% |
| Q3 2019 | $1,476,000 | +2.6% | 20,781 | +1.9% | 1.31% | -1.2% |
| Q2 2019 | $1,438,000 | +6.3% | 20,394 | +2.5% | 1.32% | +0.3% |
| Q1 2019 | $1,353,000 | – | 19,888 | – | 1.32% | – |
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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% |