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 | $15,712,858 | -4.7% | 315,203 | -1.2% | 2.83% | -2.8% |
| Q2 2023 | $16,486,079 | +6.6% | 318,880 | -1.3% | 2.91% | +0.0% |
| Q1 2023 | $15,465,781 | +3.0% | 323,214 | -3.6% | 2.91% | -24.2% |
| Q4 2022 | $15,016,326 | +133.4% | 335,111 | +215.2% | 3.84% | +30.6% |
| Q1 2020 | $6,433,000 | -13.3% | 106,328 | +10.2% | 2.94% | +28.9% |
| Q4 2019 | $7,421,000 | – | 96,465 | – | 2.28% | – |
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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% |