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 | $1,048,346 | -6.8% | 21,030 | -3.4% | 0.01% | -9.1% |
Q2 2023 | $1,125,251 | +34.4% | 21,765 | +24.4% | 0.01% | +22.2% |
Q1 2023 | $837,492 | -13.9% | 17,502 | -19.4% | 0.01% | 0.0% |
Q4 2022 | $973,184 | -99.9% | 21,718 | -38.6% | 0.01% | +12.5% |
Q3 2022 | $743,743,000 | +47976.5% | 35,366 | +1.1% | 0.01% | -50.0% |
Q2 2022 | $1,547,000 | -32.3% | 34,998 | -18.3% | 0.02% | -33.3% |
Q1 2022 | $2,286,000 | -3.5% | 42,826 | +104.3% | 0.02% | 0.0% |
Q4 2021 | $2,369,000 | -72.5% | 20,963 | -74.7% | 0.02% | -72.1% |
Q3 2021 | $8,613,000 | +287.4% | 82,929 | +288.9% | 0.09% | +244.0% |
Q2 2021 | $2,223,000 | -2.8% | 21,322 | -9.8% | 0.02% | -13.8% |
Q1 2021 | $2,287,000 | -69.5% | 23,651 | -71.4% | 0.03% | -66.7% |
Q4 2020 | $7,497,000 | -99.5% | 82,702 | +370.4% | 0.09% | +234.6% |
Q3 2020 | $1,400,000,000 | – | 17,583 | – | 0.03% | – |
Download |
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% |