BALDWIN BROTHERS LLC/MA - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.

Quarter-by-quarter ownership
BALDWIN BROTHERS LLC/MA ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2023$330,702
+11.8%
5,940
+0.1%
0.03%
+4.0%
Q3 2023$295,788
-16.0%
5,934
-12.9%
0.02%
-13.8%
Q2 2023$352,198
+8.1%
6,812
+0.1%
0.03%
+3.6%
Q1 2023$325,686
+0.9%
6,806
-5.6%
0.03%
-3.4%
Q4 2022$322,9107,2060.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
HT Partners LLC 1,372,248$109,286,00041.49%
Evergreen Advisors, LLC 978,722$77,945,00035.63%
Strid Group, LLC 1,087,067$86,574,00026.48%
Evensky & Katz LLC 2,417,877$192,560,00026.10%
SYM FINANCIAL Corp 388,518$30,942,00023.17%
AGILIS PARTNERS LLC 655,927$52,238,00019.58%
Madden Advisory Services, Inc. 250,656$19,962,00019.02%
JBJ Investment Partners, LLC 867,252$69,068,00018.06%
Hanson & Doremus Investment Management 758,369$60,397,00018.03%
Callan Capital, LLC 934,805$74,448,00016.71%
View complete list of SCHWAB STRATEGIC TR shareholders