SILVERCREST ASSET MANAGEMENT GROUP LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 885 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
SILVERCREST ASSET MANAGEMENT GROUP LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$235,260
+3.0%
3,7420.0%0.00%0.0%
Q1 2024$228,449
+9.7%
3,7420.0%0.00%
+100.0%
Q4 2023$208,317
-6.2%
3,742
+90.0%
0.00%0.0%
Q4 2021$222,000
+8.8%
1,969
+0.4%
0.00%0.0%
Q3 2021$204,0001,9620.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 2,185,199$108,932,16439.30%
HT Partners LLC 2,221,348$110,734,20233.09%
Socha Financial Group, LLC 995,743$49,637,78726.40%
Morton Brown Family Wealth, LLC 1,007,164$50,207,11125.67%
Strid Group, LLC 2,452,051$122,234,75025.55%
Members Advisory Group LLC 747,794$37,277,55424.08%
MYECFO, LLC 690,115$34,466,00523.90%
FREEDOM WEALTH ALLIANCE, LLC 270,045$13,461,74222.15%
Hanson & Doremus Investment Management 1,898,228$94,62719.52%
HENGEHOLD CAPITAL MANAGEMENT LLC 2,985,574$148,830,84419.42%
View complete list of SCHWAB STRATEGIC TR shareholders