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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,313,555 | -5.5% | 46,410 | -2.0% | 1.70% | +1.8% |
| Q2 2023 | $2,449,063 | -19.0% | 47,371 | -25.0% | 1.67% | -18.8% |
| Q1 2023 | $3,022,929 | +5.4% | 63,175 | -1.3% | 2.05% | +2.5% |
| Q4 2022 | $2,867,555 | +7.0% | 63,994 | +0.2% | 2.00% | -4.6% |
| Q3 2022 | $2,681,000 | -14.6% | 63,838 | -10.2% | 2.10% | -17.9% |
| Q2 2022 | $3,141,000 | -17.3% | 71,085 | -0.1% | 2.56% | -3.4% |
| Q1 2022 | $3,799,000 | +0.2% | 71,163 | +112.1% | 2.64% | +1.5% |
| Q4 2021 | $3,791,000 | +16.0% | 33,555 | +6.6% | 2.61% | +6.1% |
| Q3 2021 | $3,268,000 | +1.6% | 31,469 | +2.0% | 2.46% | +7.3% |
| Q2 2021 | $3,217,000 | -15.7% | 30,849 | -21.9% | 2.29% | -23.4% |
| Q1 2021 | $3,818,000 | +3.8% | 39,475 | -2.4% | 2.99% | -2.1% |
| Q4 2020 | $3,680,000 | – | 40,444 | – | 3.05% | – |
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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% |