SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 1,043 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $83 | +18.6% | 1,329 | +17.2% | 0.05% | +17.1% |
| Q1 2024 | $70 | +66.7% | 1,134 | +50.0% | 0.04% | +51.9% |
| Q4 2023 | $42 | +50.0% | 756 | +33.8% | 0.03% | +35.0% |
| Q3 2023 | $28 | +21.7% | 565 | +26.4% | 0.02% | +25.0% |
| Q2 2023 | $23 | +43.8% | 447 | +27.7% | 0.02% | +45.5% |
| Q1 2023 | $16 | +77.8% | 350 | +59.1% | 0.01% | +57.1% |
| Q4 2022 | $9 | -99.7% | 220 | +161.9% | 0.01% | +133.3% |
| Q3 2022 | $3,000 | – | 84 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 2,238,817 | $140,754,444 | 49.75% |
| Evergreen Advisors, LLC | 2,182,804 | $137,232,868 | 41.08% |
| Socha Financial Group, LLC | 1,011,590 | $63,598,661 | 29.76% |
| Strid Group, LLC | 2,752,877 | $173,073,373 | 28.62% |
| MYECFO, LLC | 755,325 | $47,487,278 | 27.39% |
| Morton Brown Family Wealth, LLC | 1,064,494 | $68,212,796 | 26.93% |
| TruNorth Capital Management, LLC | 1,302,430 | $81,883,772 | 26.56% |
| Members Advisory Group LLC | 708,018 | $44,513,632 | 24.30% |
| Compass Advisory Group LLC | 743,771 | $46,912,087 | 20.84% |
| Hanson & Doremus Investment Management | 1,937,609 | $121,817 | 20.41% |