SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $306,699 | +8.2% | 6,152 | +12.2% | 0.15% | +5.0% |
| Q2 2023 | $283,494 | -11.7% | 5,483 | -18.2% | 0.14% | -19.0% |
| Q1 2023 | $320,905 | +20.6% | 6,706 | +12.9% | 0.17% | +28.9% |
| Q4 2022 | $266,072 | +2.3% | 5,938 | -4.0% | 0.14% | -17.2% |
| Q3 2022 | $260,000 | -31.2% | 6,185 | -27.7% | 0.16% | -16.8% |
| Q2 2022 | $378,000 | -6.0% | 8,560 | +13.8% | 0.20% | -11.3% |
| Q1 2022 | $402,000 | – | 7,522 | – | 0.22% | – |
Download | ||||||
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% |