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 | $416,119 | -6.2% | 8,347 | -2.8% | 0.14% | -3.5% |
Q2 2023 | $443,827 | +2.5% | 8,585 | -5.1% | 0.14% | -24.3% |
Q1 2023 | $432,893 | +6.8% | 9,047 | +0.0% | 0.19% | +7.4% |
Q4 2022 | $405,233 | +6.6% | 9,043 | +0.0% | 0.18% | -4.9% |
Q3 2022 | $380,000 | -4.8% | 9,039 | +0.0% | 0.18% | +0.5% |
Q2 2022 | $399,000 | -49.1% | 9,035 | -38.5% | 0.18% | -42.0% |
Q1 2022 | $784,000 | +30.4% | 14,693 | +176.4% | 0.32% | +39.0% |
Q4 2021 | $601,000 | +8.9% | 5,316 | +0.0% | 0.23% | +1.8% |
Q3 2021 | $552,000 | -0.9% | 5,314 | -0.5% | 0.22% | +1.4% |
Q2 2021 | $557,000 | -20.5% | 5,339 | -26.4% | 0.22% | -24.3% |
Q1 2021 | $701,000 | -6.7% | 7,250 | -12.2% | 0.29% | -6.7% |
Q4 2020 | $751,000 | +14.3% | 8,255 | +0.1% | 0.31% | +0.3% |
Q3 2020 | $657,000 | +6.8% | 8,245 | -1.5% | 0.31% | -3.1% |
Q2 2020 | $615,000 | -5.2% | 8,371 | -22.0% | 0.32% | -25.3% |
Q1 2020 | $649,000 | -58.1% | 10,734 | -46.7% | 0.43% | -49.5% |
Q4 2019 | $1,548,000 | +6.5% | 20,132 | -1.6% | 0.85% | -1.2% |
Q3 2019 | $1,453,000 | -3.3% | 20,462 | -3.9% | 0.86% | -4.6% |
Q2 2019 | $1,502,000 | +2.7% | 21,301 | -0.9% | 0.91% | +0.9% |
Q1 2019 | $1,462,000 | +3.7% | 21,487 | -8.7% | 0.90% | -5.3% |
Q4 2018 | $1,410,000 | – | 23,532 | – | 0.95% | – |
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% |