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 | $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 | 2,128,850 | $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% |