SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,978,439 | +2.1% | 59,748 | +5.8% | 0.07% | +4.6% |
| Q2 2023 | $2,918,306 | +26.2% | 56,447 | +16.8% | 0.06% | +16.1% |
| Q1 2023 | $2,313,075 | +21.4% | 48,340 | +21.6% | 0.06% | +7.7% |
| Q4 2022 | $1,904,806 | +12.2% | 39,766 | -1.7% | 0.05% | -20.0% |
| Q3 2022 | $1,698,000 | +8.8% | 40,438 | +14.5% | 0.06% | +22.6% |
| Q2 2022 | $1,561,000 | +39.9% | 35,325 | +69.0% | 0.05% | +20.5% |
| Q1 2022 | $1,116,000 | +68.6% | 20,903 | +256.8% | 0.04% | +63.0% |
| Q4 2021 | $662,000 | +13.9% | 5,858 | +4.7% | 0.03% | 0.0% |
| Q3 2021 | $581,000 | +15.7% | 5,594 | +16.2% | 0.03% | +17.4% |
| Q2 2021 | $502,000 | +23.6% | 4,814 | +14.7% | 0.02% | +9.5% |
| Q1 2021 | $406,000 | +28.5% | 4,198 | +20.9% | 0.02% | -8.7% |
| Q4 2020 | $316,000 | -6.2% | 3,473 | -17.9% | 0.02% | -20.7% |
| Q3 2020 | $337,000 | +45.3% | 4,232 | +34.0% | 0.03% | +31.8% |
| Q2 2020 | $232,000 | -5.3% | 3,158 | -0.9% | 0.02% | +4.8% |
| Q4 2019 | $245,000 | +380.4% | 3,187 | +311.2% | 0.02% | +250.0% |
| Q2 2018 | $51,000 | – | 775 | – | 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% |