SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 925 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,751 | -3.6% | 7,658 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $395,919 | +8.0% | 7,658 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $366,435 | -17.5% | 7,658 | -22.7% | 0.01% | -12.5% |
| Q4 2022 | $443,977 | +6.7% | 9,908 | 0.0% | 0.01% | -20.0% |
| Q3 2022 | $416,000 | -5.0% | 9,908 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $438,000 | -17.2% | 9,908 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $529,000 | -5.5% | 9,908 | +100.0% | 0.01% | -9.1% |
| Q4 2021 | $560,000 | +8.7% | 4,954 | 0.0% | 0.01% | +10.0% |
| Q3 2021 | $515,000 | +89.3% | 4,954 | +90.2% | 0.01% | +100.0% |
| Q2 2021 | $272,000 | +7.9% | 2,604 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $252,000 | +995.7% | 2,604 | +925.2% | 0.01% | +500.0% |
| Q4 2020 | $23,000 | -11.5% | 254 | -21.6% | 0.00% | 0.0% |
| Q3 2020 | $26,000 | – | 324 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,185,199 | $108,932,164 | 39.30% |
| HT Partners LLC | 2,221,348 | $110,734,202 | 33.09% |
| Socha Financial Group, LLC | 995,743 | $49,637,787 | 26.40% |
| Morton Brown Family Wealth, LLC | 1,007,164 | $50,207,111 | 25.67% |
| Strid Group, LLC | 2,452,051 | $122,234,750 | 25.55% |
| Members Advisory Group LLC | 747,794 | $37,277,554 | 24.08% |
| MYECFO, LLC | 690,115 | $34,466,005 | 23.90% |
| FREEDOM WEALTH ALLIANCE, LLC | 270,045 | $13,461,742 | 22.15% |
| Hanson & Doremus Investment Management | 1,898,228 | $94,627 | 19.52% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,985,574 | $148,830,844 | 19.42% |