SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $88,235 | -3.6% | 1,770 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $91,509 | -42.6% | 1,770 | -46.9% | 0.02% | -43.9% |
Q1 2023 | $159,480 | +6.8% | 3,333 | 0.0% | 0.04% | +2.5% |
Q4 2022 | $149,348 | +6.7% | 3,333 | 0.0% | 0.04% | -7.0% |
Q3 2022 | $140,000 | -4.8% | 3,333 | 0.0% | 0.04% | -2.3% |
Q2 2022 | $147,000 | -17.4% | 3,333 | 0.0% | 0.04% | -12.0% |
Q1 2022 | $178,000 | -5.3% | 3,333 | +99.9% | 0.05% | -12.3% |
Q4 2021 | $188,000 | +8.7% | 1,667 | 0.0% | 0.06% | -1.7% |
Q3 2021 | $173,000 | -0.6% | 1,667 | -0.2% | 0.06% | -3.3% |
Q2 2021 | $174,000 | +6.1% | 1,670 | -1.6% | 0.06% | -3.2% |
Q1 2021 | $164,000 | +6.5% | 1,697 | 0.0% | 0.06% | +1.6% |
Q4 2020 | $154,000 | +14.1% | 1,697 | +0.2% | 0.06% | -7.6% |
Q3 2020 | $135,000 | -14.0% | 1,694 | -20.5% | 0.07% | -16.5% |
Q2 2020 | $157,000 | +21.7% | 2,131 | +0.1% | 0.08% | -1.2% |
Q1 2020 | $129,000 | -20.9% | 2,128 | +0.2% | 0.08% | +6.7% |
Q4 2019 | $163,000 | +8.7% | 2,124 | +0.4% | 0.08% | -1.3% |
Q3 2019 | $150,000 | +0.7% | 2,115 | +0.1% | 0.08% | -2.6% |
Q2 2019 | $149,000 | +3.5% | 2,112 | +0.1% | 0.08% | +1.3% |
Q1 2019 | $144,000 | – | 2,110 | – | 0.08% | – |
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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% |