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 | $3,738,498 | -15.9% | 74,995 | -12.8% | 0.25% | -19.7% |
| Q2 2023 | $4,444,125 | +10.0% | 85,960 | +1.8% | 0.31% | +1.0% |
| Q1 2023 | $4,040,926 | +6.9% | 84,450 | +0.1% | 0.31% | -15.5% |
| Q4 2022 | $3,781,421 | +6.2% | 84,387 | -0.5% | 0.37% | -1.1% |
| Q3 2022 | $3,561,000 | -3.2% | 84,806 | +1.8% | 0.37% | +7.2% |
| Q2 2022 | $3,680,000 | -36.6% | 83,281 | -23.4% | 0.35% | -28.7% |
| Q1 2022 | $5,803,000 | -4.7% | 108,693 | +101.7% | 0.49% | -4.9% |
| Q4 2021 | $6,089,000 | +12.0% | 53,879 | +2.9% | 0.51% | -16.6% |
| Q3 2021 | $5,436,000 | -1.4% | 52,341 | -1.0% | 0.61% | -7.3% |
| Q2 2021 | $5,512,000 | +11.6% | 52,868 | +3.5% | 0.66% | -16.2% |
| Q1 2021 | $4,937,000 | +21.3% | 51,057 | +14.1% | 0.79% | -7.2% |
| Q4 2020 | $4,070,000 | +9.5% | 44,739 | -4.2% | 0.85% | -6.8% |
| Q3 2020 | $3,718,000 | +26.2% | 46,688 | +16.5% | 0.91% | +7.4% |
| Q2 2020 | $2,945,000 | -6.5% | 40,089 | -23.1% | 0.85% | -21.0% |
| Q1 2020 | $3,150,000 | – | 52,134 | – | 1.08% | – |
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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% |