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 | $1,746 | -4.6% | 35,035 | -1.0% | 0.42% | -4.8% |
| Q2 2023 | $1,830 | +8.0% | 35,400 | 0.0% | 0.44% | +0.7% |
| Q1 2023 | $1,694 | +6.5% | 35,400 | -0.2% | 0.44% | +1.6% |
| Q4 2022 | $1,590 | -99.9% | 35,481 | 0.0% | 0.43% | -4.0% |
| Q3 2022 | $1,490,000 | -5.0% | 35,481 | 0.0% | 0.45% | +1.4% |
| Q2 2022 | $1,568,000 | -17.2% | 35,481 | 0.0% | 0.44% | -21.2% |
| Q1 2022 | $1,894,000 | -6.0% | 35,481 | +99.1% | 0.56% | +3.7% |
| Q4 2021 | $2,014,000 | +6.8% | 17,819 | -1.8% | 0.54% | +1.7% |
| Q3 2021 | $1,885,000 | -7.4% | 18,145 | -7.1% | 0.53% | -2.9% |
| Q2 2021 | $2,036,000 | +118.9% | 19,523 | +103.1% | 0.55% | +95.4% |
| Q1 2021 | $930,000 | +6.3% | 9,613 | 0.0% | 0.28% | -3.1% |
| Q4 2020 | $875,000 | +14.2% | 9,613 | 0.0% | 0.29% | -6.1% |
| Q3 2020 | $766,000 | +5.9% | 9,613 | -2.3% | 0.31% | -2.2% |
| Q2 2020 | $723,000 | +21.5% | 9,840 | -0.0% | 0.32% | +21.5% |
| Q1 2020 | $595,000 | – | 9,843 | – | 0.26% | – |
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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% |