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 | $946,028 | -2.6% | 18,977 | +1.0% | 0.35% | +5.1% |
| Q2 2023 | $971,495 | +8.1% | 18,791 | +0.0% | 0.34% | +10.2% |
| Q1 2023 | $899,054 | +21.1% | 18,789 | +13.4% | 0.30% | +64.0% |
| Q4 2022 | $742,681 | +205.6% | 16,574 | +185.3% | 0.19% | +104.4% |
| Q3 2022 | $243,000 | +13.6% | 5,809 | +19.8% | 0.09% | 0.0% |
| Q2 2022 | $214,000 | -16.7% | 4,848 | +0.5% | 0.09% | +11.0% |
| Q1 2022 | $257,000 | -4.1% | 4,825 | +102.9% | 0.08% | -6.8% |
| Q4 2021 | $268,000 | +16.0% | 2,378 | +6.8% | 0.09% | -1.1% |
| Q3 2021 | $231,000 | -3.8% | 2,226 | -3.6% | 0.09% | -16.8% |
| Q2 2021 | $240,000 | +33.3% | 2,309 | +16.3% | 0.11% | +4.9% |
| Q4 2020 | $180,000 | – | 1,985 | – | 0.10% | – |
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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% |