SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 939 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $981,879 | +3.3% | 15,567 | 0.0% | 0.35% | -8.5% |
| Q1 2024 | $950,382 | +10.0% | 15,567 | +0.3% | 0.38% | -3.8% |
| Q4 2023 | $864,145 | +12.1% | 15,523 | +0.4% | 0.39% | -1.5% |
| Q3 2023 | $770,563 | -3.2% | 15,458 | +0.4% | 0.40% | -0.5% |
| Q2 2023 | $796,151 | +8.5% | 15,399 | +0.4% | 0.40% | +8.7% |
| Q1 2023 | $734,021 | +7.2% | 15,340 | +0.4% | 0.37% | -1.1% |
| Q4 2022 | $684,729 | +7.2% | 15,281 | +0.5% | 0.37% | +18.4% |
| Q3 2022 | $639,000 | -4.5% | 15,211 | +0.4% | 0.32% | +19.8% |
| Q2 2022 | $669,000 | -16.9% | 15,145 | +0.4% | 0.26% | +19.5% |
| Q1 2022 | $805,000 | -5.3% | 15,086 | +100.6% | 0.22% | +45.7% |
| Q4 2021 | $850,000 | +9.3% | 7,521 | +0.4% | 0.15% | +88.8% |
| Q3 2021 | $778,000 | -0.1% | 7,493 | +0.3% | 0.08% | -1.2% |
| Q2 2021 | $779,000 | +8.2% | 7,470 | +0.3% | 0.08% | +1.2% |
| Q1 2021 | $720,000 | +6.5% | 7,447 | +0.3% | 0.08% | -25.2% |
| Q4 2020 | $676,000 | +14.8% | 7,425 | +0.4% | 0.11% | +27.4% |
| Q3 2020 | $589,000 | +9.1% | 7,395 | +0.6% | 0.08% | -7.7% |
| Q2 2020 | $540,000 | +22.2% | 7,349 | +0.4% | 0.09% | -30.5% |
| Q1 2020 | $442,000 | -20.9% | 7,319 | +0.6% | 0.13% | -4.4% |
| Q4 2019 | $559,000 | – | 7,278 | – | 0.14% | – |
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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% |