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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,353 | -19.2% | 187,631 | -16.2% | 3.19% | -13.0% |
| Q2 2023 | $11,578 | +88.3% | 223,952 | +74.3% | 3.67% | +79.2% |
| Q1 2023 | $6,149 | +21.6% | 128,496 | +13.9% | 2.05% | +11.2% |
| Q4 2022 | $5,057 | -99.9% | 112,845 | -0.2% | 1.84% | +6.2% |
| Q3 2022 | $4,747,000 | -6.4% | 113,041 | -1.5% | 1.74% | +4.8% |
| Q2 2022 | $5,072,000 | -14.7% | 114,782 | +3.0% | 1.66% | +5.8% |
| Q1 2022 | $5,949,000 | +6.7% | 111,424 | +125.9% | 1.56% | +12.8% |
| Q4 2021 | $5,575,000 | – | 49,332 | – | 1.39% | – |
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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% |