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 | $2,918,396 | +18.2% | 58,544 | +22.6% | 0.36% | +15.2% |
| Q2 2023 | $2,468,491 | +32.9% | 47,746 | +23.0% | 0.32% | +28.0% |
| Q1 2023 | $1,856,918 | +16.9% | 38,807 | +9.5% | 0.25% | +11.8% |
| Q4 2022 | $1,588,002 | +1.0% | 35,439 | -5.3% | 0.22% | -11.3% |
| Q3 2022 | $1,572,000 | -5.2% | 37,429 | -0.3% | 0.25% | -1.2% |
| Q2 2022 | $1,659,000 | +18.1% | 37,532 | +42.6% | 0.25% | +34.2% |
| Q1 2022 | $1,405,000 | +17.7% | 26,314 | +149.0% | 0.19% | +23.8% |
| Q4 2021 | $1,194,000 | +13.0% | 10,566 | +3.8% | 0.15% | +4.1% |
| Q3 2021 | $1,057,000 | +9.2% | 10,178 | +9.6% | 0.14% | +9.8% |
| Q2 2021 | $968,000 | +21.9% | 9,284 | +6.4% | 0.13% | +11.9% |
| Q4 2020 | $794,000 | +9.4% | 8,727 | -4.3% | 0.12% | -3.3% |
| Q3 2020 | $726,000 | +7.2% | 9,122 | -1.0% | 0.12% | +0.8% |
| Q2 2020 | $677,000 | +75.4% | 9,213 | +44.1% | 0.12% | +36.0% |
| Q1 2020 | $386,000 | +428.8% | 6,395 | +578.2% | 0.09% | +323.8% |
| Q4 2019 | $73,000 | +10.6% | 943 | +1.1% | 0.02% | +5.0% |
| Q3 2019 | $66,000 | -5.7% | 933 | -5.5% | 0.02% | -13.0% |
| Q2 2019 | $70,000 | +1650.0% | 987 | +1518.0% | 0.02% | +1050.0% |
| Q4 2018 | $4,000 | 0.0% | 61 | +15.1% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | – | 53 | – | 0.00% | – |
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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% |