SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,904 | -0.2% | 5,976 | +3.5% | 0.08% | +2.5% |
| Q2 2023 | $298,619 | +8.6% | 5,776 | +0.5% | 0.08% | +3.9% |
| Q1 2023 | $274,994 | +6.8% | 5,747 | 0.0% | 0.08% | +4.1% |
| Q4 2022 | $257,523 | +6.9% | 5,747 | 0.0% | 0.07% | +2.8% |
| Q3 2022 | $241,000 | -5.1% | 5,747 | 0.0% | 0.07% | +4.3% |
| Q2 2022 | $254,000 | -16.7% | 5,747 | +0.7% | 0.07% | -2.8% |
| Q1 2022 | $305,000 | -8.1% | 5,709 | +94.5% | 0.07% | -5.3% |
| Q4 2021 | $332,000 | +8.9% | 2,935 | 0.0% | 0.08% | -1.3% |
| Q3 2021 | $305,000 | -0.3% | 2,935 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $306,000 | +7.7% | 2,935 | 0.0% | 0.08% | +1.3% |
| Q1 2021 | $284,000 | +6.4% | 2,935 | 0.0% | 0.08% | -5.1% |
| Q4 2020 | $267,000 | +14.1% | 2,935 | 0.0% | 0.08% | -6.0% |
| Q3 2020 | $234,000 | – | 2,935 | – | 0.08% | – |
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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% |