SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.19 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $178,425 | +5.9% | 2,838 | +2.9% | 0.16% | +6.5% |
| Q1 2024 | $168,437 | +9.2% | 2,759 | -0.4% | 0.16% | +4.7% |
| Q4 2023 | $154,262 | +15.3% | 2,771 | +3.2% | 0.15% | +3.5% |
| Q3 2023 | $133,847 | -42.2% | 2,685 | -40.0% | 0.14% | -41.4% |
| Q2 2023 | $231,461 | +26.6% | 4,477 | +17.1% | 0.24% | +23.2% |
| Q1 2023 | $182,883 | -2.0% | 3,822 | -8.3% | 0.20% | -7.5% |
| Q4 2022 | $186,678 | +7.3% | 4,166 | +0.5% | 0.21% | +0.9% |
| Q3 2022 | $174,000 | -11.7% | 4,144 | -6.9% | 0.21% | -2.3% |
| Q2 2022 | $197,000 | -16.9% | 4,450 | +0.2% | 0.22% | -8.1% |
| Q1 2022 | $237,000 | -5.6% | 4,440 | +100.0% | 0.24% | +0.4% |
| Q4 2021 | $251,000 | – | 2,220 | – | 0.24% | – |
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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% |