SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $495,852 | +8.6% | 8,907 | -2.8% | 0.12% | +0.8% |
| Q3 2023 | $456,725 | -10.8% | 9,162 | -7.5% | 0.12% | -17.0% |
| Q2 2023 | $512,243 | +3.8% | 9,908 | -4.0% | 0.15% | -8.7% |
| Q1 2023 | $493,716 | +3.6% | 10,318 | -3.0% | 0.16% | +7.3% |
| Q4 2022 | $476,733 | +3.2% | 10,639 | -3.4% | 0.15% | -22.3% |
| Q3 2022 | $462,000 | -8.0% | 11,012 | -3.2% | 0.19% | -12.3% |
| Q2 2022 | $502,000 | -10.8% | 11,378 | +7.8% | 0.22% | +6.3% |
| Q1 2022 | $563,000 | -25.3% | 10,552 | +58.1% | 0.21% | -22.5% |
| Q4 2021 | $754,000 | +7.4% | 6,676 | -1.3% | 0.27% | -4.0% |
| Q3 2021 | $702,000 | -18.9% | 6,767 | -18.6% | 0.28% | -17.0% |
| Q2 2021 | $866,000 | +4.2% | 8,309 | -3.4% | 0.34% | -2.9% |
| Q1 2021 | $831,000 | -18.2% | 8,597 | -23.0% | 0.34% | -19.6% |
| Q4 2020 | $1,016,000 | -14.6% | 11,167 | -25.2% | 0.43% | -21.3% |
| Q3 2020 | $1,189,000 | -7.5% | 14,938 | -14.7% | 0.54% | -2.5% |
| Q2 2020 | $1,286,000 | +10.3% | 17,505 | -9.3% | 0.56% | -8.5% |
| Q1 2020 | $1,166,000 | -24.6% | 19,293 | -4.1% | 0.61% | -1.0% |
| Q4 2019 | $1,547,000 | – | 20,126 | – | 0.62% | – |
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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% |