SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 854 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,301,942 | +5.8% | 68,426 | +2.8% | 1.56% | +5.3% |
| Q1 2024 | $4,064,647 | -1.8% | 66,579 | -10.5% | 1.48% | -7.3% |
| Q4 2023 | $4,140,233 | +17.8% | 74,371 | +5.5% | 1.60% | +9.1% |
| Q3 2023 | $3,515,471 | -0.8% | 70,521 | +2.9% | 1.47% | +4.9% |
| Q2 2023 | $3,543,621 | +16.6% | 68,542 | +7.9% | 1.40% | +10.2% |
| Q1 2023 | $3,040,389 | +4.6% | 63,540 | -2.0% | 1.27% | -0.3% |
| Q4 2022 | $2,905,345 | +10.6% | 64,837 | +3.6% | 1.27% | +6.0% |
| Q3 2022 | $2,628,000 | -6.9% | 62,585 | -2.0% | 1.20% | -0.6% |
| Q2 2022 | $2,822,000 | -16.6% | 63,875 | +0.8% | 1.21% | -1.8% |
| Q1 2022 | $3,383,000 | -9.8% | 63,363 | +91.0% | 1.23% | -2.6% |
| Q4 2021 | $3,749,000 | +6.8% | 33,179 | -1.8% | 1.26% | +0.6% |
| Q3 2021 | $3,510,000 | -4.6% | 33,795 | -4.2% | 1.26% | +5.2% |
| Q2 2021 | $3,678,000 | +2.3% | 35,270 | -5.1% | 1.19% | -0.9% |
| Q1 2021 | $3,596,000 | -1.2% | 37,184 | -7.1% | 1.20% | -2.9% |
| Q4 2020 | $3,641,000 | +16.2% | 40,010 | +1.7% | 1.24% | +5.9% |
| Q3 2020 | $3,133,000 | +8.3% | 39,345 | -0.1% | 1.17% | +1.7% |
| Q2 2020 | $2,894,000 | +21.2% | 39,397 | -0.3% | 1.15% | +4.4% |
| Q1 2020 | $2,388,000 | -20.8% | 39,514 | +0.7% | 1.10% | -5.1% |
| Q4 2019 | $3,016,000 | +13.8% | 39,229 | +5.1% | 1.16% | +7.6% |
| Q3 2019 | $2,650,000 | -0.8% | 37,318 | -1.5% | 1.08% | -3.3% |
| Q2 2019 | $2,672,000 | +2.5% | 37,883 | -1.1% | 1.12% | -2.5% |
| Q1 2019 | $2,607,000 | +14.2% | 38,305 | +0.6% | 1.15% | +1.4% |
| Q4 2018 | $2,283,000 | -15.4% | 38,090 | -0.7% | 1.13% | -5.8% |
| Q3 2018 | $2,700,000 | +12.5% | 38,355 | +5.4% | 1.20% | +8.4% |
| Q2 2018 | $2,401,000 | -1.3% | 36,383 | -4.6% | 1.11% | -1.4% |
| Q1 2018 | $2,432,000 | – | 38,130 | – | 1.12% | – |
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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% |