SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 867 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $667,722 | +1.3% | 10,621 | -1.6% | 0.01% | -10.0% |
| Q1 2024 | $659,073 | -11.2% | 10,796 | -19.0% | 0.01% | -23.1% |
| Q4 2023 | $741,913 | -23.9% | 13,327 | -31.9% | 0.01% | -27.8% |
| Q3 2023 | $974,912 | -37.5% | 19,557 | -35.2% | 0.02% | -35.7% |
| Q2 2023 | $1,559,841 | +9.8% | 30,171 | +1.6% | 0.03% | -9.7% |
| Q1 2023 | $1,420,833 | -33.9% | 29,693 | -38.1% | 0.03% | -41.5% |
| Q4 2022 | $2,150,519 | +10.2% | 47,992 | +3.2% | 0.05% | -5.4% |
| Q3 2022 | $1,952,000 | -9.1% | 46,493 | -4.3% | 0.06% | -8.2% |
| Q2 2022 | $2,147,000 | +443.5% | 48,576 | +557.0% | 0.06% | +510.0% |
| Q1 2022 | $395,000 | -5.5% | 7,394 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $418,000 | +8.3% | 3,697 | -0.5% | 0.01% | -9.1% |
| Q3 2021 | $386,000 | -1.3% | 3,714 | 0.0% | 0.01% | -15.4% |
| Q2 2021 | $391,000 | +8.9% | 3,714 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $359,000 | -33.8% | 3,714 | -37.6% | 0.01% | -41.7% |
| Q4 2020 | $542,000 | +42.6% | 5,952 | +25.7% | 0.02% | +9.1% |
| Q3 2020 | $380,000 | +7.3% | 4,736 | 0.0% | 0.02% | -8.3% |
| Q2 2020 | $354,000 | – | 4,736 | – | 0.02% | – |
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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% |