SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 925 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $953,003 | -4.6% | 19,117 | -1.0% | 0.93% | +1.7% |
| Q2 2023 | $998,463 | +8.6% | 19,313 | +0.5% | 0.92% | +0.7% |
| Q1 2023 | $919,230 | +12.5% | 19,211 | +5.4% | 0.91% | +6.2% |
| Q4 2022 | $816,782 | -30.9% | 18,228 | -35.2% | 0.86% | -35.3% |
| Q3 2022 | $1,182,000 | -4.1% | 28,150 | +0.9% | 1.32% | -2.6% |
| Q2 2022 | $1,233,000 | -20.7% | 27,907 | -4.1% | 1.36% | -5.5% |
| Q1 2022 | $1,554,000 | -2.5% | 29,114 | +106.4% | 1.44% | +0.9% |
| Q4 2021 | $1,594,000 | – | 14,105 | – | 1.43% | – |
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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% |