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 | $1,328,581 | -5.3% | 26,840 | -2.1% | 0.03% | +3.6% |
| Q2 2023 | $1,403,233 | +12.3% | 27,423 | +6.0% | 0.03% | +16.7% |
| Q1 2023 | $1,249,016 | +8.8% | 25,870 | +2.5% | 0.02% | +4.3% |
| Q4 2022 | $1,147,565 | +2.8% | 25,249 | -5.1% | 0.02% | -11.5% |
| Q3 2022 | $1,116,000 | +16.0% | 26,604 | +26.1% | 0.03% | +23.8% |
| Q2 2022 | $962,000 | -3.0% | 21,096 | +10.1% | 0.02% | +10.5% |
| Q1 2022 | $992,000 | -57.6% | 19,156 | -9.5% | 0.02% | -52.5% |
| Q4 2021 | $2,339,000 | +43.7% | 21,163 | +37.2% | 0.04% | +37.9% |
| Q3 2021 | $1,628,000 | +0.2% | 15,427 | +0.1% | 0.03% | 0.0% |
| Q2 2021 | $1,625,000 | – | 15,413 | – | 0.03% | – |
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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% |