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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,613 | -3.0% | 5,749 | +0.6% | 0.09% | +1.1% |
| Q2 2023 | $295,348 | +14.7% | 5,713 | +6.2% | 0.09% | +3.6% |
| Q1 2023 | $257,409 | +7.7% | 5,380 | +0.9% | 0.08% | -2.3% |
| Q4 2022 | $238,999 | +7.2% | 5,334 | +0.3% | 0.09% | -4.4% |
| Q3 2022 | $223,000 | -3.9% | 5,320 | +1.4% | 0.09% | -1.1% |
| Q2 2022 | $232,000 | -15.9% | 5,244 | +1.6% | 0.09% | +4.6% |
| Q1 2022 | $276,000 | -1.4% | 5,161 | +108.0% | 0.09% | -7.4% |
| Q4 2021 | $280,000 | +9.4% | 2,481 | +0.5% | 0.09% | -23.6% |
| Q3 2021 | $256,000 | -0.4% | 2,469 | +0.1% | 0.12% | +23.0% |
| Q2 2021 | $257,000 | +8.0% | 2,466 | +0.1% | 0.10% | -1.0% |
| Q1 2021 | $238,000 | +8.2% | 2,463 | +2.1% | 0.10% | 0.0% |
| Q4 2020 | $220,000 | – | 2,412 | – | 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% |