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 | $23,985,626 | -4.1% | 481,156 | -0.6% | 2.06% | -0.2% |
Q2 2023 | $25,021,352 | +12.1% | 483,972 | +3.8% | 2.07% | +8.7% |
Q1 2023 | $22,318,484 | +1.8% | 466,426 | -4.6% | 1.90% | -3.9% |
Q4 2022 | $21,913,120 | +8.1% | 489,023 | +1.3% | 1.98% | +3.0% |
Q3 2022 | $20,274,000 | -6.9% | 482,827 | -2.1% | 1.92% | -1.3% |
Q2 2022 | $21,788,000 | -10.2% | 493,044 | +8.5% | 1.95% | +3.6% |
Q1 2022 | $24,262,000 | -7.0% | 454,436 | +96.9% | 1.88% | -3.8% |
Q4 2021 | $26,082,000 | +8.3% | 230,796 | -0.5% | 1.96% | +0.4% |
Q3 2021 | $24,080,000 | -0.1% | 231,850 | +0.2% | 1.95% | -4.1% |
Q2 2021 | $24,116,000 | +7.1% | 231,284 | -0.6% | 2.03% | +0.1% |
Q1 2021 | $22,511,000 | +3.4% | 232,767 | -2.7% | 2.03% | -1.3% |
Q4 2020 | $21,770,000 | +15.6% | 239,259 | +1.2% | 2.06% | +5.8% |
Q3 2020 | $18,828,000 | +9.3% | 236,410 | +0.8% | 1.94% | +2.5% |
Q2 2020 | $17,223,000 | +118.5% | 234,426 | +79.7% | 1.90% | +85.4% |
Q1 2020 | $7,883,000 | – | 130,441 | – | 1.02% | – |
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% |