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 | $707,058 | -3.2% | 14,184 | +0.4% | 0.09% | -3.4% |
| Q2 2023 | $730,512 | +8.3% | 14,130 | +0.2% | 0.09% | -11.9% |
| Q1 2023 | $674,789 | +7.2% | 14,102 | +0.4% | 0.10% | -15.1% |
| Q4 2022 | $629,512 | +7.2% | 14,048 | +0.4% | 0.12% | -4.0% |
| Q3 2022 | $587,000 | -4.6% | 13,986 | +0.4% | 0.12% | -31.1% |
| Q2 2022 | $615,000 | -17.0% | 13,926 | +0.4% | 0.18% | +4.7% |
| Q1 2022 | $741,000 | -5.0% | 13,871 | +101.0% | 0.17% | +29.3% |
| Q4 2021 | $780,000 | -10.7% | 6,901 | -17.9% | 0.13% | -21.8% |
| Q3 2021 | $873,000 | -0.1% | 8,405 | +0.3% | 0.17% | +1.2% |
| Q2 2021 | $874,000 | +8.2% | 8,378 | +0.3% | 0.17% | -4.0% |
| Q1 2021 | $808,000 | +6.6% | 8,353 | +0.3% | 0.18% | +28.7% |
| Q4 2020 | $758,000 | – | 8,328 | – | 0.14% | – |
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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% |