WBI INVESTMENTS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.

Quarter-by-quarter ownership
WBI INVESTMENTS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$9,977,000
+24.3%
186,880
+141.9%
1.62%
+20.0%
Q3 2021$8,024,000
+1.8%
77,267
-21.9%
1.35%
+11.1%
Q3 2020$7,881,000
-20.3%
98,955
-26.5%
1.21%
-23.5%
Q2 2020$9,892,000134,6391.58%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
HT Partners LLC 1,241,990$140,357,00041.02%
Evergreen Advisors, LLC 988,458$111,706,00038.11%
Socha Financial Group, LLC 437,907$49,487,82337.57%
Strid Group, LLC 1,183,312$133,748,00027.41%
Morton Brown Family Wealth, LLC 312,427$35,314,00027.06%
AGILIS PARTNERS LLC 472,544$53,402,00026.72%
Members Advisory Group LLC 357,871$40,442,00026.70%
Evensky & Katz LLC 2,001,636$226,205,00021.79%
JBJ Investment Partners, LLC 802,463$90,686,00018.71%
Hanson & Doremus Investment Management 773,553$87,419,00018.70%
View complete list of SCHWAB STRATEGIC TR shareholders