SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $27 | +8.0% | 570 | +0.4% | 0.02% | +5.9% |
| Q4 2022 | $25 | -99.9% | 568 | +0.5% | 0.02% | -5.6% |
| Q3 2022 | $24,000 | -4.0% | 565 | +0.4% | 0.02% | 0.0% |
| Q2 2022 | $25,000 | -32.4% | 563 | -17.9% | 0.02% | -10.0% |
| Q1 2022 | $37,000 | -5.1% | 686 | +100.6% | 0.02% | 0.0% |
| Q4 2021 | $39,000 | +11.4% | 342 | +0.3% | 0.02% | +5.3% |
| Q3 2021 | $35,000 | 0.0% | 341 | +0.3% | 0.02% | +5.6% |
| Q2 2021 | $35,000 | +6.1% | 340 | +0.3% | 0.02% | 0.0% |
| Q1 2021 | $33,000 | +6.5% | 339 | +0.3% | 0.02% | 0.0% |
| Q4 2020 | $31,000 | +14.8% | 338 | +0.6% | 0.02% | 0.0% |
| Q3 2020 | $27,000 | +8.0% | 336 | +0.6% | 0.02% | 0.0% |
| Q2 2020 | $25,000 | +25.0% | 334 | +0.3% | 0.02% | 0.0% |
| Q1 2020 | $20,000 | -39.4% | 333 | -22.7% | 0.02% | -28.0% |
| Q4 2019 | $33,000 | +10.0% | 431 | +1.2% | 0.02% | 0.0% |
| Q3 2019 | $30,000 | 0.0% | 426 | +0.5% | 0.02% | -3.8% |
| Q2 2019 | $30,000 | +3.4% | 424 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $29,000 | +16.0% | 424 | +0.5% | 0.03% | 0.0% |
| Q4 2018 | $25,000 | -13.8% | 422 | +1.0% | 0.03% | +4.0% |
| Q3 2018 | $29,000 | +7.4% | 418 | +0.5% | 0.02% | 0.0% |
| Q2 2018 | $27,000 | 0.0% | 416 | 0.0% | 0.02% | -7.4% |
| Q1 2018 | $27,000 | 0.0% | 416 | +0.2% | 0.03% | +8.0% |
| Q4 2017 | $27,000 | – | 415 | – | 0.02% | – |
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% |