SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 925 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $322,928 | -3.6% | 6,478 | 0.0% | 0.16% | +3.2% |
| Q2 2023 | $334,913 | +3.1% | 6,478 | -4.6% | 0.16% | +1.3% |
| Q1 2023 | $324,765 | -2.6% | 6,787 | -8.8% | 0.16% | -4.9% |
| Q4 2022 | $333,297 | +6.8% | 7,438 | 0.0% | 0.16% | +2.5% |
| Q3 2022 | $312,000 | -17.9% | 7,438 | -13.4% | 0.16% | -16.3% |
| Q2 2022 | $380,000 | -17.2% | 8,592 | 0.0% | 0.19% | -10.4% |
| Q1 2022 | $459,000 | -5.4% | 8,592 | +100.0% | 0.21% | +7.6% |
| Q4 2021 | $485,000 | +8.7% | 4,296 | 0.0% | 0.20% | +1.5% |
| Q3 2021 | $446,000 | -2.8% | 4,296 | -2.3% | 0.19% | -7.6% |
| Q2 2021 | $459,000 | – | 4,399 | – | 0.21% | – |
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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% |