SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 1,043 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $9,704,284 | +5.7% | 202,806 | -1.0% | 4.23% | +1.4% |
| Q4 2022 | $9,180,902 | +11.7% | 204,885 | +4.7% | 4.18% | -3.8% |
| Q3 2022 | $8,218,715 | -13.2% | 195,730 | -8.6% | 4.34% | -9.9% |
| Q2 2022 | $9,466,868 | -13.9% | 214,231 | +4.0% | 4.82% | -18.2% |
| Q1 2022 | $10,997,243 | +15.8% | 205,979 | +145.2% | 5.89% | +9.6% |
| Q4 2021 | $9,493,554 | – | 84,006 | – | 5.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 2,238,817 | $140,754,444 | 49.75% |
| Evergreen Advisors, LLC | 2,182,804 | $137,232,868 | 41.08% |
| Socha Financial Group, LLC | 1,011,590 | $63,598,661 | 29.76% |
| Strid Group, LLC | 2,752,877 | $173,073,373 | 28.62% |
| MYECFO, LLC | 755,325 | $47,487,278 | 27.39% |
| Morton Brown Family Wealth, LLC | 1,064,494 | $68,212,796 | 26.93% |
| TruNorth Capital Management, LLC | 1,302,430 | $81,883,772 | 26.56% |
| Members Advisory Group LLC | 708,018 | $44,513,632 | 24.30% |
| Compass Advisory Group LLC | 743,771 | $46,912,087 | 20.84% |
| Hanson & Doremus Investment Management | 1,937,609 | $121,817 | 20.41% |