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 | $518,923 | -0.9% | 10,410 | +2.8% | 0.14% | -4.9% |
| Q2 2023 | $523,434 | +16.5% | 10,124 | +8.4% | 0.14% | +13.4% |
| Q1 2023 | $449,171 | +19.2% | 9,340 | +15.7% | 0.13% | +19.8% |
| Q4 2022 | $376,719 | +10.2% | 8,072 | 0.0% | 0.11% | -4.5% |
| Q3 2022 | $342,000 | +45.5% | 8,072 | +66.0% | 0.11% | +58.6% |
| Q2 2022 | $235,000 | +2.2% | 4,862 | +13.1% | 0.07% | +9.4% |
| Q1 2022 | $230,000 | -29.4% | 4,300 | +49.2% | 0.06% | -34.7% |
| Q4 2021 | $326,000 | +33.6% | 2,882 | +22.8% | 0.10% | +14.0% |
| Q3 2021 | $244,000 | +5.6% | 2,346 | +6.1% | 0.09% | +2.4% |
| Q2 2021 | $231,000 | +8.5% | 2,211 | +0.2% | 0.08% | -1.2% |
| Q1 2021 | $213,000 | -11.6% | 2,206 | -16.7% | 0.08% | -27.4% |
| Q4 2020 | $241,000 | +39.3% | 2,649 | +21.8% | 0.12% | +25.8% |
| Q3 2020 | $173,000 | +5.5% | 2,175 | -2.6% | 0.09% | +1.1% |
| Q2 2020 | $164,000 | +21.5% | 2,233 | 0.0% | 0.09% | +21.1% |
| Q1 2020 | $135,000 | -12.9% | 2,233 | +10.6% | 0.08% | +8.6% |
| Q4 2019 | $155,000 | +24.0% | 2,019 | +14.4% | 0.07% | +22.8% |
| Q3 2019 | $125,000 | -2.3% | 1,765 | -2.7% | 0.06% | -5.0% |
| Q2 2019 | $128,000 | +50.6% | 1,814 | +45.7% | 0.06% | +50.0% |
| Q1 2019 | $85,000 | +16.4% | 1,245 | +1.7% | 0.04% | +8.1% |
| Q4 2018 | $73,000 | -12.0% | 1,224 | +3.5% | 0.04% | -14.0% |
| Q3 2018 | $83,000 | +6.4% | 1,183 | +0.1% | 0.04% | +4.9% |
| Q2 2018 | $78,000 | – | 1,182 | – | 0.04% | – |
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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% |