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 | $2,096,889 | -11.4% | 42,064 | -8.1% | 1.07% | -12.9% |
Q2 2023 | $2,365,431 | -20.2% | 45,753 | -26.2% | 1.22% | -32.1% |
Q1 2023 | $2,966,000 | +8.1% | 61,973 | +1.2% | 1.80% | -0.6% |
Q4 2022 | $2,743,359 | -3.2% | 61,222 | -1.9% | 1.81% | -7.3% |
Q3 2022 | $2,834,000 | +9.5% | 62,407 | +16.6% | 1.96% | -0.1% |
Q2 2022 | $2,587,000 | – | 53,545 | – | 1.96% | – |
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% |