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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $20,613 | -14.1% | 460 | – | 0.01% | -11.1% |
| Q3 2022 | $24,000 | -7.7% | 0 | -100.0% | 0.01% | 0.0% |
| Q2 2022 | $26,000 | -16.1% | 578 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $31,000 | +63.2% | 578 | +209.1% | 0.01% | +50.0% |
| Q3 2021 | $19,000 | 0.0% | 187 | +3.9% | 0.01% | 0.0% |
| Q2 2021 | $19,000 | -50.0% | 180 | -66.4% | 0.01% | -53.8% |
| Q3 2019 | $38,000 | -73.6% | 535 | -76.2% | 0.01% | -71.1% |
| Q1 2018 | $144,000 | -0.7% | 2,250 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $145,000 | +5.8% | 2,250 | 0.0% | 0.04% | +2.3% |
| Q3 2017 | $137,000 | +1145.5% | 2,250 | +900.0% | 0.04% | +1000.0% |
| Q4 2015 | $11,000 | +10.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $10,000 | -9.1% | 225 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $11,000 | -8.3% | 225 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $12,000 | +9.1% | 225 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $11,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $11,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $11,000 | +10.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $10,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $10,000 | +11.1% | 225 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $9,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $9,000 | – | 225 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |