SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,440 | -3.6% | 5,887 | 0.0% | 0.07% | +3.1% |
| Q2 2023 | $304,330 | +8.0% | 5,887 | 0.0% | 0.06% | +1.6% |
| Q1 2023 | $281,667 | +6.8% | 5,887 | +0.0% | 0.06% | +5.0% |
| Q4 2022 | $263,772 | +6.8% | 5,886 | -0.0% | 0.06% | -7.7% |
| Q3 2022 | $247,000 | -5.0% | 5,887 | 0.0% | 0.06% | -16.7% |
| Q2 2022 | $260,000 | -17.2% | 5,887 | +0.0% | 0.08% | +4.0% |
| Q1 2022 | $314,000 | -5.7% | 5,886 | +99.9% | 0.08% | -3.8% |
| Q4 2021 | $333,000 | +8.8% | 2,944 | 0.0% | 0.08% | -4.9% |
| Q3 2021 | $306,000 | -0.3% | 2,944 | 0.0% | 0.08% | -2.4% |
| Q2 2021 | $307,000 | +7.7% | 2,944 | 0.0% | 0.08% | -1.2% |
| Q1 2021 | $285,000 | +6.3% | 2,944 | 0.0% | 0.08% | -3.4% |
| Q4 2020 | $268,000 | +14.5% | 2,944 | 0.0% | 0.09% | 0.0% |
| Q3 2020 | $234,000 | +3.1% | 2,944 | -4.8% | 0.09% | -2.2% |
| Q2 2020 | $227,000 | +0.4% | 3,092 | +5.1% | 0.09% | +9.8% |
| Q4 2019 | $226,000 | +8.1% | 2,943 | 0.0% | 0.08% | -2.4% |
| Q3 2019 | $209,000 | +0.5% | 2,943 | 0.0% | 0.08% | +2.4% |
| Q2 2019 | $208,000 | +4.0% | 2,943 | 0.0% | 0.08% | -4.7% |
| Q1 2019 | $200,000 | -51.7% | 2,943 | -50.0% | 0.09% | +1.2% |
| Q3 2018 | $414,000 | – | 5,886 | – | 0.08% | – |
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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% |