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 2022 | $2,134,000 | -53.9% | 50,817 | -51.5% | 3.95% | -44.7% |
| Q2 2022 | $4,633,000 | -43.7% | 104,853 | -32.0% | 7.13% | -30.7% |
| Q1 2022 | $8,232,000 | -5.7% | 154,191 | +99.6% | 10.30% | +4.1% |
| Q4 2021 | $8,731,000 | +60.9% | 77,258 | +47.9% | 9.89% | +51.2% |
| Q3 2021 | $5,426,000 | +64.3% | 52,246 | +65.0% | 6.54% | +66.8% |
| Q2 2021 | $3,303,000 | +108.3% | 31,673 | +93.1% | 3.92% | +100.8% |
| Q1 2021 | $1,586,000 | +31620.0% | 16,405 | +30279.6% | 1.95% | +32450.0% |
| Q4 2020 | $5,000 | +25.0% | 54 | +1.9% | 0.01% | +20.0% |
| Q3 2020 | $4,000 | 0.0% | 53 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $4,000 | +33.3% | 53 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $3,000 | -99.9% | 53 | -99.9% | 0.01% | -99.9% |
| Q4 2019 | $5,645,000 | – | 73,431 | – | 8.12% | – |
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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% |