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 | $73,701 | -3.5% | 1,478 | +0.1% | 0.02% | -4.5% |
Q2 2023 | $76,376 | +8.1% | 1,477 | +0.1% | 0.02% | +10.0% |
Q1 2023 | $70,635 | +153454.3% | 1,476 | +44.1% | 0.02% | +33.3% |
Q4 2022 | $46 | -99.9% | 1,024 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $43,000 | -4.4% | 1,024 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $45,000 | -18.2% | 1,024 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $55,000 | -5.2% | 1,024 | +100.0% | 0.02% | -6.2% |
Q4 2021 | $58,000 | +9.4% | 512 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $53,000 | -8.6% | 512 | -7.6% | 0.02% | -11.1% |
Q2 2021 | $58,000 | +7.4% | 554 | 0.0% | 0.02% | +5.9% |
Q1 2021 | $54,000 | +8.0% | 554 | 0.0% | 0.02% | -5.6% |
Q4 2020 | $50,000 | 0.0% | 554 | -11.2% | 0.02% | -10.0% |
Q3 2020 | $50,000 | +11.1% | 624 | 0.0% | 0.02% | +42.9% |
Q2 2020 | $45,000 | – | 624 | – | 0.01% | – |
Download |
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% |