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 | $431,551 | -3.6% | 8,657 | 0.0% | 0.16% | +0.6% |
| Q2 2023 | $447,567 | +81.9% | 8,657 | +55.4% | 0.16% | +48.1% |
| Q2 2022 | $246,000 | -17.2% | 5,570 | 0.0% | 0.11% | -1.9% |
| Q1 2022 | $297,000 | -7.2% | 5,570 | +93.9% | 0.11% | -1.8% |
| Q4 2021 | $320,000 | +20.3% | 2,872 | +12.1% | 0.11% | +12.2% |
| Q3 2021 | $266,000 | +2.3% | 2,562 | +2.8% | 0.10% | -1.0% |
| Q2 2021 | $260,000 | +4.8% | 2,492 | 0.0% | 0.10% | -2.9% |
| Q1 2021 | $248,000 | +5.5% | 2,492 | 0.0% | 0.10% | +1.0% |
| Q4 2020 | $235,000 | -56.9% | 2,492 | -64.9% | 0.10% | -64.8% |
| Q4 2019 | $545,000 | – | 7,094 | – | 0.29% | – |
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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% |