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 | $2,298,571 | +526.4% | 46,110 | +549.6% | 2.02% | +416.4% |
| Q2 2023 | $366,944 | +8.1% | 7,098 | +0.0% | 0.39% | -18.4% |
| Q1 2023 | $339,513 | +14.9% | 7,095 | +7.6% | 0.48% | +3.5% |
| Q4 2022 | $295,436 | +35.5% | 6,593 | +61.4% | 0.46% | +109.5% |
| Q1 2022 | $218,000 | -44.0% | 4,086 | +18.7% | 0.22% | -38.8% |
| Q4 2021 | $389,000 | -52.4% | 3,443 | -56.3% | 0.36% | +23.6% |
| Q3 2021 | $818,000 | -65.2% | 7,884 | -65.1% | 0.29% | -82.5% |
| Q2 2021 | $2,353,000 | -24.1% | 22,564 | -29.6% | 1.67% | -48.1% |
| Q1 2021 | $3,099,000 | +6.2% | 32,041 | -0.1% | 3.22% | -27.3% |
| Q4 2020 | $2,918,000 | – | 32,069 | – | 4.44% | – |
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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% |