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 | $33,314 | +1.4% | 668 | +5.2% | 0.00% | 0.0% |
| Q2 2023 | $32,869 | +8.0% | 635 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $30,421 | +6.8% | 635 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $28,489 | +9.6% | 635 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | -7.1% | 635 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $28,000 | -20.0% | 635 | +100.3% | 0.00% | 0.0% |
| Q4 2021 | $35,000 | +6.1% | 317 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $33,000 | 0.0% | 317 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $33,000 | +10.0% | 317 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $30,000 | +7.1% | 317 | +0.3% | 0.00% | 0.0% |
| Q4 2020 | $28,000 | +12.0% | 316 | +0.3% | 0.00% | 0.0% |
| Q3 2020 | $25,000 | +8.7% | 315 | +0.6% | 0.00% | 0.0% |
| Q2 2020 | $23,000 | 0.0% | 313 | -19.3% | 0.00% | 0.0% |
| Q1 2020 | $23,000 | +27.8% | 388 | +58.4% | 0.00% | +100.0% |
| Q4 2019 | $18,000 | +5.9% | 245 | +0.4% | 0.00% | 0.0% |
| Q3 2019 | $17,000 | – | 244 | – | 0.00% | – |
| Q2 2017 | $0 | – | 0 | – | 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% |