SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,003,775 | -26.8% | 20,136 | -24.0% | 0.03% | -26.2% |
| Q2 2023 | $1,370,491 | -7.4% | 26,509 | -14.3% | 0.04% | -12.5% |
| Q1 2023 | $1,480,171 | +11.0% | 30,934 | +4.0% | 0.05% | +4.3% |
| Q4 2022 | $1,333,453 | +7.8% | 29,758 | +1.0% | 0.05% | -20.7% |
| Q3 2022 | $1,237,000 | -2.9% | 29,455 | +2.1% | 0.06% | -3.3% |
| Q2 2022 | $1,274,000 | -19.3% | 28,836 | -2.5% | 0.06% | -10.4% |
| Q1 2022 | $1,579,000 | -43.3% | 29,566 | +19.9% | 0.07% | -38.5% |
| Q4 2021 | $2,787,000 | +31.6% | 24,660 | +21.0% | 0.11% | +6.9% |
| Q3 2021 | $2,117,000 | +3.0% | 20,386 | +3.4% | 0.10% | -6.4% |
| Q2 2021 | $2,055,000 | +3.8% | 19,709 | -3.7% | 0.11% | -3.5% |
| Q1 2021 | $1,980,000 | +2.6% | 20,472 | -3.4% | 0.11% | -4.2% |
| Q4 2020 | $1,929,000 | +16.4% | 21,199 | +1.9% | 0.12% | +1.7% |
| Q3 2020 | $1,657,000 | +111.1% | 20,802 | +94.6% | 0.12% | +78.5% |
| Q2 2020 | $785,000 | -34.4% | 10,689 | -46.0% | 0.06% | -49.2% |
| Q1 2020 | $1,197,000 | -20.6% | 19,810 | +1.0% | 0.13% | +23.1% |
| Q4 2019 | $1,508,000 | +4.9% | 19,614 | -3.1% | 0.10% | +3.0% |
| Q3 2019 | $1,437,000 | +1.6% | 20,240 | +1.0% | 0.10% | -4.7% |
| Q2 2019 | $1,414,000 | +0.6% | 20,045 | -3.0% | 0.11% | -6.2% |
| Q1 2019 | $1,406,000 | – | 20,667 | – | 0.11% | – |
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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% |