SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,040,806 | +11.7% | 18,696 | 0.0% | 0.90% | +2.1% |
| Q3 2023 | $931,996 | -3.9% | 18,696 | -0.4% | 0.88% | +0.7% |
| Q2 2023 | $969,995 | +8.0% | 18,762 | 0.0% | 0.87% | +4.7% |
| Q1 2023 | $897,762 | +7.1% | 18,762 | +0.3% | 0.83% | +1.1% |
| Q4 2022 | $838,485 | +6.7% | 18,712 | 0.0% | 0.82% | +2.1% |
| Q3 2022 | $786,000 | -5.0% | 18,712 | 0.0% | 0.81% | +0.2% |
| Q2 2022 | $827,000 | -17.1% | 18,712 | +0.1% | 0.80% | -8.8% |
| Q1 2022 | $998,000 | -5.5% | 18,696 | +100.0% | 0.88% | +0.6% |
| Q4 2021 | $1,056,000 | +8.8% | 9,348 | 0.0% | 0.88% | +1.0% |
| Q3 2021 | $971,000 | -5.7% | 9,348 | -5.4% | 0.87% | -7.1% |
| Q2 2021 | $1,030,000 | +7.9% | 9,878 | 0.0% | 0.93% | +10.5% |
| Q1 2021 | $955,000 | +0.8% | 9,878 | -5.0% | 0.84% | -1.9% |
| Q4 2020 | $947,000 | +14.4% | 10,403 | 0.0% | 0.86% | +1.9% |
| Q3 2020 | $828,000 | -16.3% | 10,403 | -22.7% | 0.84% | -20.1% |
| Q2 2020 | $989,000 | +21.6% | 13,460 | 0.0% | 1.06% | -4.3% |
| Q1 2020 | $813,000 | -21.4% | 13,460 | 0.0% | 1.10% | +10.9% |
| Q4 2019 | $1,035,000 | +8.3% | 13,460 | 0.0% | 1.00% | +5.8% |
| Q3 2019 | $956,000 | +0.7% | 13,460 | 0.0% | 0.94% | +0.7% |
| Q2 2019 | $949,000 | +3.6% | 13,460 | -0.0% | 0.93% | -0.2% |
| Q1 2019 | $916,000 | -6.3% | 13,461 | -17.5% | 0.94% | -16.8% |
| Q4 2018 | $978,000 | – | 16,319 | – | 1.12% | – |
Download | ||||||
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% |