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 | $545,548 | -1.6% | 10,944 | +2.1% | 0.14% | +7.6% |
| Q2 2023 | $554,159 | +9.6% | 10,719 | +1.5% | 0.13% | +1.5% |
| Q1 2023 | $505,532 | +8.5% | 10,565 | +1.6% | 0.13% | -0.8% |
| Q4 2022 | $466,054 | +9.1% | 10,401 | +2.3% | 0.13% | -4.4% |
| Q3 2022 | $427,114 | -22.6% | 10,172 | -18.5% | 0.14% | -20.8% |
| Q2 2022 | $552,000 | -28.4% | 12,485 | -13.5% | 0.17% | -13.5% |
| Q1 2022 | $771,000 | +11.1% | 14,434 | +135.1% | 0.20% | +12.4% |
| Q4 2021 | $694,000 | +10.3% | 6,139 | +1.4% | 0.18% | -5.8% |
| Q3 2021 | $629,000 | -0.3% | 6,053 | -0.0% | 0.19% | +3.8% |
| Q2 2021 | $631,000 | +105.5% | 6,056 | +90.6% | 0.18% | +71.7% |
| Q1 2021 | $307,000 | +9.6% | 3,178 | +3.4% | 0.11% | +7.1% |
| Q4 2020 | $280,000 | – | 3,073 | – | 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% |