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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $288,000 | -28.0% | 2,552 | -33.7% | 0.06% | -56.4% |
| Q3 2021 | $400,000 | +7.5% | 3,850 | +7.8% | 0.13% | +9.9% |
| Q2 2021 | $372,000 | +22.4% | 3,571 | +13.5% | 0.12% | +9.0% |
| Q1 2021 | $304,000 | +6.3% | 3,146 | +0.2% | 0.11% | -0.9% |
| Q4 2020 | $286,000 | +14.4% | 3,141 | +0.2% | 0.11% | -1.8% |
| Q3 2020 | $250,000 | +1.6% | 3,134 | -6.3% | 0.11% | -6.6% |
| Q2 2020 | $246,000 | +21.8% | 3,344 | +0.2% | 0.12% | +4.3% |
| Q1 2020 | $202,000 | +124.4% | 3,337 | +160.7% | 0.12% | +265.6% |
| Q2 2019 | $90,000 | – | 1,280 | – | 0.03% | – |
Download | ||||||
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% |