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 | $3,409,740 | -3.6% | 68,400 | 0.0% | 0.23% | -3.8% |
| Q2 2023 | $3,536,280 | +7.3% | 68,400 | -0.7% | 0.24% | -0.4% |
| Q1 2023 | $3,296,865 | +6.8% | 68,900 | 0.0% | 0.24% | +2.1% |
| Q4 2022 | $3,087,409 | +6.7% | 68,900 | 0.0% | 0.23% | +3.5% |
| Q3 2022 | $2,893,000 | -4.8% | 68,900 | +0.1% | 0.23% | +2.3% |
| Q2 2022 | $3,040,000 | -17.2% | 68,800 | 0.0% | 0.22% | -6.0% |
| Q1 2022 | $3,673,000 | -2.7% | 68,800 | +106.0% | 0.24% | -4.9% |
| Q4 2021 | $3,775,000 | +8.8% | 33,400 | 0.0% | 0.25% | -5.4% |
| Q3 2021 | $3,469,000 | -0.4% | 33,400 | 0.0% | 0.26% | +3.6% |
| Q2 2021 | $3,483,000 | +7.8% | 33,400 | 0.0% | 0.25% | +0.4% |
| Q1 2021 | $3,230,000 | +5.2% | 33,400 | -1.0% | 0.25% | -4.2% |
| Q4 2020 | $3,069,000 | +14.4% | 33,726 | +0.1% | 0.26% | +2.3% |
| Q3 2020 | $2,682,000 | +8.4% | 33,681 | 0.0% | 0.26% | -5.5% |
| Q2 2020 | $2,475,000 | – | 33,681 | – | 0.27% | – |
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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% |