SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,430,190 | +2.5% | 912,830 | +6.5% | 0.07% | -14.8% |
| Q2 2023 | $44,314,664 | +5.7% | 857,250 | -2.2% | 0.08% | -21.4% |
| Q1 2023 | $41,919,010 | -8.3% | 876,126 | -14.1% | 0.10% | -11.2% |
| Q4 2022 | $45,704,389 | +1.9% | 1,020,032 | -4.5% | 0.12% | -51.9% |
| Q3 2022 | $44,858,000 | -16.7% | 1,068,429 | -12.4% | 0.24% | -2.0% |
| Q2 2022 | $53,861,000 | -43.2% | 1,218,989 | -31.4% | 0.25% | -12.1% |
| Q1 2022 | $94,837,000 | -0.9% | 1,776,404 | +109.8% | 0.28% | -14.1% |
| Q4 2021 | $95,700,000 | – | 846,856 | – | 0.33% | – |
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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% |