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 | $457,773 | +12.1% | 9,183 | +16.2% | 0.03% | +14.8% |
| Q2 2023 | $408,483 | +28.5% | 7,901 | +11.4% | 0.03% | -3.6% |
| Q4 2022 | $317,882 | -61.3% | 7,094 | -63.8% | 0.03% | -63.6% |
| Q3 2022 | $822,000 | +25.7% | 19,584 | +32.3% | 0.08% | +24.2% |
| Q2 2022 | $654,000 | +11.2% | 14,806 | +34.4% | 0.06% | +29.2% |
| Q1 2022 | $588,000 | +4.6% | 11,018 | +121.5% | 0.05% | +6.7% |
| Q4 2021 | $562,000 | +13.5% | 4,974 | +4.3% | 0.04% | -29.7% |
| Q3 2021 | $495,000 | +50.9% | 4,768 | +51.6% | 0.06% | +88.2% |
| Q2 2021 | $328,000 | -13.5% | 3,146 | -19.8% | 0.03% | -26.1% |
| Q1 2021 | $379,000 | +49.2% | 3,921 | +40.1% | 0.05% | +31.4% |
| Q4 2020 | $254,000 | – | 2,799 | – | 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% |