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 | $3,743 | -3.9% | 75,099 | -0.4% | 2.42% | -4.8% |
Q2 2023 | $3,896 | +6.5% | 75,372 | -1.4% | 2.55% | +3.6% |
Q1 2023 | $3,657 | +5.5% | 76,441 | -1.2% | 2.46% | +0.6% |
Q4 2022 | $3,467 | -99.9% | 77,387 | +3.0% | 2.44% | +3.4% |
Q3 2022 | $3,154,000 | -20.0% | 75,116 | -15.8% | 2.36% | -15.4% |
Q2 2022 | $3,941,000 | -23.1% | 89,173 | -7.1% | 2.79% | -16.5% |
Q1 2022 | $5,127,000 | -7.4% | 96,026 | +96.1% | 3.34% | -4.5% |
Q4 2021 | $5,535,000 | – | 48,978 | – | 3.50% | – |
Download |
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% |