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 | $1,198,568 | -3.5% | 24,043 | +0.1% | 1.12% | -1.1% |
| Q2 2023 | $1,242,287 | +6.5% | 24,029 | -1.5% | 1.13% | +0.9% |
| Q1 2023 | $1,166,934 | -5.8% | 24,387 | -11.8% | 1.12% | -7.9% |
| Q4 2022 | $1,239,404 | +2.7% | 27,659 | -3.7% | 1.22% | -10.7% |
| Q3 2022 | $1,207,000 | -5.4% | 28,736 | -0.5% | 1.37% | -0.5% |
| Q2 2022 | $1,276,000 | -23.7% | 28,869 | -7.8% | 1.37% | -17.3% |
| Q1 2022 | $1,672,000 | -13.6% | 31,314 | +82.9% | 1.66% | -10.8% |
| Q4 2021 | $1,935,000 | – | 17,120 | – | 1.86% | – |
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% |