EVERMAY WEALTH MANAGEMENT LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$960,277
-5.0%
19,263
-1.5%
0.20%
+0.5%
Q2 2023$1,010,597
+7.7%
19,547
-0.3%
0.20%
+3.2%
Q1 2023$938,319
+6.8%
19,610
+0.0%
0.19%
+5.6%
Q4 2022$878,536
+5.6%
19,606
-1.1%
0.18%
+8.5%
Q3 2022$832,000
-4.8%
19,818
+0.2%
0.16%
-2.9%
Q2 2022$874,000
-16.6%
19,774
+0.7%
0.17%
-3.4%
Q1 2022$1,048,000
-5.5%
19,637
+100.0%
0.18%
-11.1%
Q4 2021$1,109,000
+10.9%
9,817
+1.9%
0.20%
+2.1%
Q3 2021$1,000,000
-0.4%
9,630
+0.0%
0.19%
+4.3%
Q2 2021$1,004,000
-2.6%
9,629
-9.7%
0.19%
-9.7%
Q1 2021$1,031,000
+6.3%
10,6590.0%0.21%
-3.7%
Q4 2020$970,000
-8.8%
10,659
-20.2%
0.21%
-18.0%
Q3 2020$1,064,000
+8.8%
13,360
+0.4%
0.26%
+1.6%
Q2 2020$978,000
+35.8%
13,309
+11.8%
0.26%
+17.4%
Q1 2020$720,000
-24.4%
11,909
-3.9%
0.22%
-6.4%
Q4 2019$952,000
+8.3%
12,387
+0.0%
0.23%
-2.5%
Q3 2019$879,000
+1.9%
12,381
+1.2%
0.24%0.0%
Q2 2019$863,000
+6.4%
12,231
+2.6%
0.24%
+4.8%
Q1 2019$811,000
+26.7%
11,923
+11.6%
0.23%
+10.6%
Q4 2018$640,00010,6790.21%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 2,128,850$101,865,47937.82%
HT Partners LLC 2,317,090$110,872,73632.74%
Socha Financial Group, LLC 906,165$43,359,99327.99%
Strid Group, LLC 2,432,841$116,411,43525.70%
MYECFO, LLC 671,898$32,150,32724.11%
Morton Brown Family Wealth, LLC 795,308$38,055,50222.69%
Members Advisory Group LLC 730,402$34,949,76522.58%
FREEDOM WEALTH ALLIANCE, LLC 262,221$12,547,28918.85%
Hanson & Doremus Investment Management 1,758,910$84,16418.71%
AGILIS PARTNERS LLC 857,026$41,00918.14%
View complete list of SCHWAB STRATEGIC TR shareholders