SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,483,382 | -2.6% | 370,780 | +1.1% | 3.95% | +2.7% |
| Q2 2023 | $18,967,642 | +15.4% | 366,879 | +0.0% | 3.84% | +13.7% |
| Q1 2023 | $16,439,578 | 0.0% | 366,873 | 0.0% | 3.38% | 0.0% |
| Q4 2022 | $16,439,578 | +6.7% | 366,873 | +0.0% | 3.38% | -7.7% |
| Q3 2022 | $15,405,000 | -1.4% | 366,872 | +3.8% | 3.66% | +2.9% |
| Q2 2022 | $15,626,000 | -14.0% | 353,611 | +3.9% | 3.56% | -10.7% |
| Q1 2022 | $18,166,000 | +31.6% | 340,260 | +178.6% | 3.99% | +32.0% |
| Q4 2021 | $13,802,000 | +8.8% | 122,130 | -0.0% | 3.02% | +6.2% |
| Q3 2021 | $12,686,000 | -0.4% | 122,144 | 0.0% | 2.85% | -2.9% |
| Q2 2021 | $12,736,000 | +7.8% | 122,144 | 0.0% | 2.93% | -8.3% |
| Q1 2021 | $11,813,000 | – | 122,144 | – | 3.20% | – |
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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% |