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 2022 | $20,000 | -4.8% | 466 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | -16.0% | 466 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | -3.8% | 466 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | -59.4% | 233 | -62.2% | 0.00% | -50.0% |
| Q3 2021 | $64,000 | 0.0% | 616 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $64,000 | +6.7% | 616 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $60,000 | +7.1% | 616 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $56,000 | +14.3% | 616 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $49,000 | +8.9% | 616 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $45,000 | +21.6% | 616 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $37,000 | -21.3% | 616 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $47,000 | -40.5% | 616 | -44.8% | 0.00% | -60.0% |
| Q3 2019 | $79,000 | 0.0% | 1,116 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $79,000 | +3.9% | 1,116 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $76,000 | -18.3% | 1,116 | -28.2% | 0.01% | -16.7% |
| Q4 2018 | $93,000 | +116.3% | 1,554 | +152.3% | 0.01% | +100.0% |
| Q3 2018 | $43,000 | +4.9% | 616 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $41,000 | +5.1% | 616 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $39,000 | -2.5% | 616 | 0.0% | 0.00% | +50.0% |
| Q4 2017 | $40,000 | +5.3% | 616 | 0.0% | 0.00% | -33.3% |
| Q3 2017 | $38,000 | – | 616 | – | 0.00% | – |
Download | ||||||
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% |