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 | $369,014 | -0.4% | 7,386 | +3.0% | 0.04% | +4.9% |
| Q2 2023 | $370,661 | +7.7% | 7,174 | -0.6% | 0.04% | -2.4% |
| Q1 2023 | $344,111 | -15.0% | 7,220 | -18.9% | 0.04% | -19.2% |
| Q4 2022 | $404,759 | +34.0% | 8,906 | +29.6% | 0.05% | +18.2% |
| Q3 2022 | $302,000 | +0.7% | 6,870 | +2.9% | 0.04% | -2.2% |
| Q2 2022 | $300,000 | -19.6% | 6,676 | -5.8% | 0.04% | -11.8% |
| Q1 2022 | $373,000 | -2.1% | 7,084 | +107.7% | 0.05% | -1.9% |
| Q4 2021 | $381,000 | +30.0% | 3,410 | +20.8% | 0.05% | +10.6% |
| Q3 2021 | $293,000 | +1.4% | 2,824 | +1.9% | 0.05% | -2.1% |
| Q2 2021 | $289,000 | +1.4% | 2,770 | -2.4% | 0.05% | -9.4% |
| Q1 2021 | $285,000 | -73.5% | 2,837 | -76.0% | 0.05% | -78.4% |
| Q4 2020 | $1,077,000 | +420.3% | 11,842 | +355.1% | 0.24% | +337.5% |
| Q3 2020 | $207,000 | -9.2% | 2,602 | -11.8% | 0.06% | -43.4% |
| Q4 2019 | $228,000 | – | 2,949 | – | 0.10% | – |
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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% |