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 | $56,380 | +7.9% | 1,131 | +11.9% | 0.00% | – |
Q2 2023 | $52,269 | +108793.8% | 1,011 | +101000.0% | 0.00% | – |
Q1 2023 | $48 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
Q4 2022 | $2,377,439 | +549.6% | 53,056 | +673.0% | 0.01% | +400.0% |
Q1 2022 | $366,000 | -63.7% | 6,864 | -23.1% | 0.00% | -50.0% |
Q4 2021 | $1,008,000 | +1450.8% | 8,923 | +1318.6% | 0.00% | – |
Q3 2021 | $65,000 | -81.7% | 629 | -81.5% | 0.00% | -100.0% |
Q2 2021 | $355,000 | +123.3% | 3,405 | +107.1% | 0.00% | +100.0% |
Q1 2021 | $159,000 | +2171.4% | 1,644 | +2152.1% | 0.00% | – |
Q4 2020 | $7,000 | -73.1% | 73 | -77.7% | 0.00% | – |
Q3 2020 | $26,000 | – | 327 | – | 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% |