SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,692 | -6.8% | 4,126 | -3.3% | 0.15% | +5.5% |
| Q2 2023 | $220,699 | +7.9% | 4,269 | -0.2% | 0.14% | -2.0% |
| Q1 2023 | $204,589 | +1.9% | 4,276 | -4.5% | 0.15% | -12.9% |
| Q4 2022 | $200,680 | -28.8% | 4,478 | -33.4% | 0.17% | -27.0% |
| Q3 2022 | $282,000 | -85.2% | 6,719 | -84.4% | 0.23% | -83.9% |
| Q2 2022 | $1,906,000 | +62.1% | 43,143 | +95.9% | 1.45% | +96.3% |
| Q1 2022 | $1,176,000 | -30.4% | 22,019 | +47.3% | 0.74% | -23.5% |
| Q4 2021 | $1,689,000 | – | 14,947 | – | 0.96% | – |
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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% |