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 | $2,774,079 | -13.4% | 55,649 | -10.2% | 1.17% | -12.6% |
| Q2 2023 | $3,202,524 | +31.3% | 61,944 | +21.6% | 1.34% | +23.7% |
| Q1 2023 | $2,438,213 | +4.3% | 50,955 | -2.3% | 1.08% | -6.3% |
| Q4 2022 | $2,336,883 | +6.0% | 52,151 | -0.6% | 1.15% | +3.1% |
| Q3 2022 | $2,203,913 | -4.7% | 52,487 | +0.2% | 1.12% | -3.5% |
| Q2 2022 | $2,313,796 | -18.6% | 52,360 | -1.7% | 1.16% | -23.5% |
| Q1 2022 | $2,843,476 | +846.4% | 53,259 | +1903.0% | 1.52% | +488.0% |
| Q4 2021 | $300,459 | +10.5% | 2,659 | +1.6% | 0.26% | -4.1% |
| Q3 2021 | $271,924 | -27.3% | 2,618 | -27.0% | 0.27% | -31.6% |
| Q2 2021 | $373,784 | – | 3,585 | – | 0.39% | – |
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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% |