SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 917 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $604,767 | -30.0% | 9,619 | -32.1% | 0.02% | +31.2% |
Q1 2024 | $864,245 | +8.7% | 14,156 | +0.0% | 0.02% | -38.5% |
Q4 2023 | $795,301 | +9.2% | 14,151 | -3.2% | 0.03% | -7.1% |
Q3 2023 | $728,411 | -2.7% | 14,612 | +0.9% | 0.03% | 0.0% |
Q2 2023 | $748,735 | +8.1% | 14,482 | +0.0% | 0.03% | +3.7% |
Q1 2023 | $692,766 | +316231.5% | 14,478 | +195.9% | 0.03% | +125.0% |
Q4 2022 | $219 | -99.9% | 4,893 | +0.0% | 0.01% | 0.0% |
Q3 2022 | $205,000 | -56.9% | 4,892 | -54.6% | 0.01% | -40.0% |
Q2 2022 | $476,000 | -47.2% | 10,770 | -36.2% | 0.02% | -16.7% |
Q1 2022 | $901,000 | -27.7% | 16,878 | +53.1% | 0.02% | -14.3% |
Q4 2021 | $1,246,000 | -15.8% | 11,022 | -22.7% | 0.03% | -28.2% |
Q3 2021 | $1,480,000 | +2.8% | 14,253 | +3.3% | 0.04% | 0.0% |
Q2 2021 | $1,439,000 | -1.6% | 13,798 | -9.1% | 0.04% | 0.0% |
Q1 2021 | $1,462,000 | – | 15,173 | – | 0.04% | – |
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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% |