Alera Investment Advisors, LLC - SCHWAB STRATEGIC TR ownership

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
Alera Investment Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$242,000
-17.4%
5,4800.0%0.07%
+1.5%
Q1 2022$293,000
-5.5%
5,480
+100.0%
0.07%
-21.2%
Q4 2021$310,000
+8.8%
2,7400.0%0.08%
+1.2%
Q3 2021$285,000
-0.3%
2,7400.0%0.08%
-2.3%
Q2 2021$286,0002,7400.09%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 2,128,850$101,865,47937.82%
HT Partners LLC 2,317,090$110,872,73632.74%
Socha Financial Group, LLC 906,165$43,359,99327.99%
Strid Group, LLC 2,432,841$116,411,43525.70%
MYECFO, LLC 671,898$32,150,32724.11%
Morton Brown Family Wealth, LLC 795,308$38,055,50222.69%
Members Advisory Group LLC 730,402$34,949,76522.58%
FREEDOM WEALTH ALLIANCE, LLC 262,221$12,547,28918.85%
Hanson & Doremus Investment Management 1,758,910$84,16418.71%
AGILIS PARTNERS LLC 857,026$41,00918.14%
View complete list of SCHWAB STRATEGIC TR shareholders