SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,275 | -14.3% | 4,700 | -11.1% | 0.12% | -20.1% |
| Q2 2023 | $273,288 | +19.5% | 5,286 | +10.7% | 0.14% | +9.1% |
| Q1 2023 | $228,601 | +10.9% | 4,777 | +3.8% | 0.13% | +5.6% |
| Q4 2022 | $206,126 | +1.5% | 4,600 | 0.0% | 0.12% | -21.9% |
| Q2 2022 | $203,000 | -17.5% | 4,600 | 0.0% | 0.16% | -17.9% |
| Q1 2022 | $246,000 | -5.4% | 4,600 | +100.0% | 0.20% | -16.7% |
| Q4 2021 | $260,000 | – | 2,300 | – | 0.23% | – |
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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% |