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 | $11,095,084 | -7.5% | 222,569 | -4.0% | 3.73% | -5.5% |
| Q2 2023 | $11,989,375 | +3.6% | 231,914 | -4.1% | 3.95% | -3.0% |
| Q1 2023 | $11,577,513 | +0.9% | 241,954 | -5.5% | 4.07% | -0.2% |
| Q4 2022 | $11,473,228 | -1.4% | 256,042 | -7.4% | 4.08% | -10.4% |
| Q3 2022 | $11,637,000 | -4.8% | 276,640 | +0.0% | 4.56% | -8.5% |
| Q2 2022 | $12,221,000 | -33.5% | 276,545 | -17.8% | 4.98% | -16.7% |
| Q1 2022 | $18,371,000 | -12.1% | 336,416 | +71.8% | 5.98% | -18.5% |
| Q4 2021 | $20,901,000 | – | 195,801 | – | 7.33% | – |
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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% |