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 | $232,682 | -3.4% | 4,657 | 0.0% | 0.03% | -3.0% |
| Q2 2023 | $240,786 | +8.0% | 4,657 | 0.0% | 0.03% | -5.7% |
| Q1 2023 | $222,855 | +7.2% | 4,657 | +0.4% | 0.04% | +9.4% |
| Q4 2022 | $207,912 | +2.4% | 4,640 | +0.9% | 0.03% | +3.2% |
| Q2 2022 | $203,000 | -35.4% | 4,600 | -21.9% | 0.03% | -29.5% |
| Q1 2022 | $314,000 | -5.4% | 5,890 | +100.4% | 0.04% | -6.4% |
| Q4 2021 | $332,000 | +9.2% | 2,939 | +0.3% | 0.05% | -2.1% |
| Q3 2021 | $304,000 | -0.3% | 2,930 | +0.2% | 0.05% | -2.0% |
| Q2 2021 | $305,000 | +8.2% | 2,923 | +0.2% | 0.05% | +2.1% |
| Q1 2021 | $282,000 | +6.4% | 2,916 | +0.2% | 0.05% | -2.0% |
| Q4 2020 | $265,000 | +14.7% | 2,910 | +0.3% | 0.05% | -3.9% |
| Q3 2020 | $231,000 | +9.0% | 2,901 | +0.5% | 0.05% | +2.0% |
| Q2 2020 | $212,000 | -3.6% | 2,887 | +0.7% | 0.05% | +8.7% |
| Q4 2019 | $220,000 | +6.3% | 2,867 | +0.5% | 0.05% | 0.0% |
| Q3 2019 | $207,000 | +3.5% | 2,854 | +0.7% | 0.05% | -2.1% |
| Q2 2019 | $200,000 | – | 2,834 | – | 0.05% | – |
Download | ||||||
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% |