SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.19 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,114,570 | +7.2% | 33,634 | -15.0% | 1.89% | -7.3% |
| Q3 2023 | $1,972,166 | -17.6% | 39,562 | -14.6% | 2.04% | -13.3% |
| Q2 2023 | $2,394,848 | +3.7% | 46,322 | -4.0% | 2.35% | -2.5% |
| Q1 2023 | $2,309,385 | -21.4% | 48,263 | -26.4% | 2.41% | +7.4% |
| Q4 2022 | $2,936,534 | +3.8% | 65,533 | -2.7% | 2.25% | -11.8% |
| Q3 2022 | $2,828,000 | -10.2% | 67,340 | -5.5% | 2.55% | -5.5% |
| Q2 2022 | $3,148,000 | -28.3% | 71,246 | -13.4% | 2.70% | -19.4% |
| Q1 2022 | $4,393,000 | -6.9% | 82,281 | +97.0% | 3.34% | +21.9% |
| Q4 2021 | $4,719,000 | +6.6% | 41,758 | -2.0% | 2.74% | -11.4% |
| Q3 2021 | $4,425,000 | -6.7% | 42,607 | -6.4% | 3.10% | -15.9% |
| Q2 2021 | $4,745,000 | +5.9% | 45,507 | -1.8% | 3.68% | -1.0% |
| Q1 2021 | $4,480,000 | +4877.8% | 46,320 | -12.3% | 3.72% | +15400.0% |
| Q4 2020 | $90,000 | -97.9% | 52,822 | -0.8% | 0.02% | -99.4% |
| Q3 2020 | $4,240,000 | +6.7% | 53,242 | -1.6% | 4.01% | +331.5% |
| Q2 2020 | $3,975,000 | – | 54,102 | – | 0.93% | – |
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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% |