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 | $619,137 | +14.5% | 12,420 | +18.7% | 0.02% | +14.3% |
| Q2 2023 | $540,937 | +129.2% | 10,463 | +112.1% | 0.01% | +133.3% |
| Q1 2023 | $235,996 | -48.0% | 4,932 | -42.0% | 0.01% | -71.4% |
| Q1 2022 | $454,000 | +62.1% | 8,499 | +242.4% | 0.02% | +23.5% |
| Q4 2021 | $280,000 | +40.0% | 2,482 | +20.3% | 0.02% | -5.6% |
| Q1 2021 | $200,000 | -86.3% | 2,063 | -88.8% | 0.02% | -80.9% |
| Q3 2020 | $1,465,000 | +16.7% | 18,390 | +7.7% | 0.09% | +8.0% |
| Q2 2020 | $1,255,000 | -53.3% | 17,079 | -61.6% | 0.09% | -55.4% |
| Q1 2020 | $2,685,000 | +612.2% | 44,426 | +806.7% | 0.20% | +786.4% |
| Q4 2019 | $377,000 | – | 4,900 | – | 0.02% | – |
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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% |