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 | $37,277,554 | -2.6% | 747,794 | +1.1% | 24.08% | +0.9% |
| Q2 2023 | $38,253,326 | +9.5% | 739,909 | +1.3% | 23.86% | +5.6% |
| Q1 2023 | $34,949,765 | +7.0% | 730,402 | +0.2% | 22.58% | +1.7% |
| Q4 2022 | $32,678,476 | +6.7% | 729,268 | -0.0% | 22.20% | -2.3% |
| Q3 2022 | $30,623,000 | -5.3% | 729,366 | -0.4% | 22.73% | -0.9% |
| Q2 2022 | $32,353,000 | -16.8% | 732,447 | +0.6% | 22.94% | -8.5% |
| Q1 2022 | $38,892,000 | -3.8% | 728,437 | +103.5% | 25.07% | -6.1% |
| Q4 2021 | $40,442,000 | – | 357,871 | – | 26.70% | – |
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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% |