SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $33,793 | +7.2% | 706 | +0.3% | 0.03% | -3.2% |
| Q4 2022 | $31,524 | +8.7% | 704 | +0.6% | 0.03% | +10.7% |
| Q3 2022 | $29,000 | -99.7% | 700 | +75.0% | 0.03% | +250.0% |
| Q2 2022 | $10,152,000 | +27337.8% | 400 | -42.4% | 0.01% | -65.2% |
| Q1 2022 | $37,000 | +105.6% | 694 | -65.9% | 0.02% | – |
| Q4 2021 | $18,000 | -52.6% | 2,034 | +463.4% | 0.00% | -100.0% |
| Q2 2021 | $38,000 | -84.6% | 361 | -90.7% | 0.02% | -91.6% |
| Q1 2018 | $246,000 | – | 3,864 | – | 0.20% | – |
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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% |