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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $261,529 | +0.7% | 5,246 | +4.4% | 0.04% | 0.0% |
Q2 2023 | $259,687 | +8.4% | 5,023 | +0.3% | 0.04% | +5.1% |
Q1 2023 | $239,536 | +16.4% | 5,006 | +9.0% | 0.04% | +11.4% |
Q4 2022 | $205,745 | -11.3% | 4,592 | -12.5% | 0.04% | -43.5% |
Q2 2022 | $232,000 | -16.5% | 5,251 | +1.0% | 0.06% | +59.0% |
Q1 2022 | $278,000 | -5.1% | 5,200 | +100.8% | 0.04% | +5.4% |
Q4 2021 | $293,000 | +1.7% | 2,589 | -6.5% | 0.04% | -2.6% |
Q3 2021 | $288,000 | +2.9% | 2,770 | +3.1% | 0.04% | -2.6% |
Q2 2021 | $280,000 | +10.7% | 2,687 | +2.8% | 0.04% | +2.6% |
Q1 2021 | $253,000 | +6.3% | 2,615 | -0.0% | 0.04% | +11.8% |
Q4 2020 | $238,000 | +16.7% | 2,616 | +2.1% | 0.03% | +3.0% |
Q3 2020 | $204,000 | – | 2,563 | – | 0.03% | – |
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% |