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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,543,113 | +14.0% | 101,386 | +6.9% | 2.05% | +4.3% |
| Q3 2022 | $3,984,000 | +48.2% | 94,875 | +55.9% | 1.97% | +52.2% |
| Q2 2022 | $2,689,000 | -17.0% | 60,843 | +0.3% | 1.29% | -38.7% |
| Q1 2022 | $3,240,000 | +31.2% | 60,681 | +177.8% | 2.11% | +50.5% |
| Q4 2021 | $2,469,000 | +58.6% | 21,847 | +45.7% | 1.40% | +44.0% |
| Q3 2021 | $1,557,000 | +16.2% | 14,995 | +16.7% | 0.97% | +15.6% |
| Q2 2021 | $1,340,000 | +0.3% | 12,852 | -7.0% | 0.84% | -5.8% |
| Q1 2021 | $1,336,000 | +131.1% | 13,812 | +117.5% | 0.89% | +86.2% |
| Q4 2020 | $578,000 | – | 6,350 | – | 0.48% | – |
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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% |