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 | $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% | – |
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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% |