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 | $1,368,430 | +9.7% | 27,451 | +13.7% | 0.70% | +11.6% |
| Q2 2023 | $1,247,940 | +5.2% | 24,138 | -2.6% | 0.63% | -2.9% |
| Q1 2023 | $1,185,887 | +5.4% | 24,783 | -1.3% | 0.65% | -0.8% |
| Q4 2022 | $1,125,028 | +107558.2% | 25,107 | +0.9% | 0.65% | -2.2% |
| Q3 2022 | $1,045 | -14.6% | 24,884 | -10.1% | 0.67% | -10.1% |
| Q2 2022 | $1,224 | -18.8% | 27,693 | -2.0% | 0.74% | -4.5% |
| Q1 2022 | $1,508 | -2.8% | 28,245 | +105.9% | 0.78% | +0.6% |
| Q4 2021 | $1,551 | +10.3% | 13,720 | +1.4% | 0.77% | -1.8% |
| Q3 2021 | $1,406 | +3.2% | 13,537 | +3.6% | 0.79% | +0.3% |
| Q2 2021 | $1,362 | +14.2% | 13,066 | +6.0% | 0.78% | +3.6% |
| Q1 2021 | $1,193 | +7.7% | 12,331 | +1.2% | 0.76% | +0.1% |
| Q4 2020 | $1,108 | +7.8% | 12,182 | -5.4% | 0.76% | -6.2% |
| Q3 2020 | $1,028 | +7.5% | 12,881 | -0.6% | 0.81% | -2.4% |
| Q2 2020 | $956 | +26.1% | 12,962 | +3.1% | 0.83% | -0.7% |
| Q1 2020 | $758 | – | 12,570 | – | 0.83% | – |
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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% |