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 | $2,319,955 | -2.7% | 46,539 | +0.9% | 1.48% | +2.9% |
| Q2 2023 | $2,385,252 | +7.5% | 46,136 | 0.0% | 1.44% | +1.7% |
| Q1 2023 | $2,218,664 | +7.3% | 46,136 | +0.0% | 1.42% | -4.9% |
| Q4 2022 | $2,067,305 | +36.5% | 46,135 | +27.8% | 1.49% | +25.3% |
| Q3 2022 | $1,515,000 | -5.0% | 36,090 | 0.0% | 1.19% | +1.2% |
| Q2 2022 | $1,595,000 | -17.2% | 36,090 | 0.0% | 1.17% | -9.4% |
| Q1 2022 | $1,927,000 | -3.5% | 36,090 | +104.3% | 1.30% | +0.5% |
| Q4 2021 | $1,996,000 | +11.6% | 17,663 | +2.6% | 1.29% | +2.6% |
| Q3 2021 | $1,788,000 | -0.4% | 17,212 | 0.0% | 1.26% | +1.9% |
| Q2 2021 | $1,795,000 | +7.8% | 17,212 | 0.0% | 1.23% | -0.2% |
| Q1 2021 | $1,665,000 | +6.3% | 17,212 | 0.0% | 1.24% | +4.0% |
| Q4 2020 | $1,566,000 | +14.2% | 17,212 | 0.0% | 1.19% | +9.8% |
| Q3 2020 | $1,371,000 | +8.4% | 17,212 | 0.0% | 1.08% | +0.3% |
| Q2 2020 | $1,265,000 | +21.6% | 17,212 | 0.0% | 1.08% | +3.7% |
| Q1 2020 | $1,040,000 | -21.4% | 17,212 | 0.0% | 1.04% | -8.8% |
| Q4 2019 | $1,323,000 | – | 17,212 | – | 1.14% | – |
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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% |