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 | $386,458 | -18.8% | 7,752 | -15.8% | 0.10% | -3.8% |
| Q2 2023 | $476,093 | -10.6% | 9,209 | -17.3% | 0.10% | -26.1% |
| Q1 2023 | $532,674 | +6.8% | 11,132 | +0.0% | 0.14% | -4.7% |
| Q4 2022 | $498,758 | -48.7% | 11,131 | -51.9% | 0.15% | -54.7% |
| Q3 2022 | $972,000 | +184.2% | 23,141 | +198.9% | 0.33% | +113.6% |
| Q2 2022 | $342,000 | -30.1% | 7,741 | -15.4% | 0.15% | -14.9% |
| Q1 2022 | $489,000 | +6.1% | 9,151 | +124.2% | 0.18% | +5.8% |
| Q4 2021 | $461,000 | – | 4,082 | – | 0.17% | – |
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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% |