SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $159,420 | -34.1% | 3,198 | -31.6% | 0.01% | -25.0% |
| Q2 2023 | $241,853 | +8.0% | 4,678 | 0.0% | 0.02% | +6.7% |
| Q1 2023 | $223,842 | +6.8% | 4,678 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $209,621 | +6.9% | 4,678 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $196,000 | -5.3% | 4,678 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $207,000 | -17.2% | 4,678 | 0.0% | 0.02% | +14.3% |
| Q1 2022 | $250,000 | -5.3% | 4,678 | +100.0% | 0.01% | +7.7% |
| Q4 2021 | $264,000 | +8.6% | 2,339 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $243,000 | -0.4% | 2,339 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $244,000 | +8.0% | 2,339 | 0.0% | 0.01% | +8.3% |
| Q1 2021 | $226,000 | +6.1% | 2,339 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $213,000 | – | 2,339 | – | 0.01% | – |
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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% |