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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $506,980 | +21.9% | 11,314 | +14.3% | 0.02% | +10.5% |
| Q3 2022 | $416,000 | -58.1% | 9,900 | -55.9% | 0.02% | -58.7% |
| Q2 2022 | $993,000 | -17.9% | 22,474 | -0.8% | 0.05% | -22.0% |
| Q1 2022 | $1,210,000 | +40.7% | 22,666 | +197.7% | 0.06% | +15.7% |
| Q4 2021 | $860,000 | +8.7% | 7,614 | 0.0% | 0.05% | -28.2% |
| Q3 2021 | $791,000 | -0.4% | 7,614 | 0.0% | 0.07% | -14.5% |
| Q2 2021 | $794,000 | +8.0% | 7,614 | +0.1% | 0.08% | -25.2% |
| Q1 2021 | $735,000 | +6.2% | 7,604 | 0.0% | 0.11% | -26.5% |
| Q4 2020 | $692,000 | +98.3% | 7,604 | +73.6% | 0.15% | +54.1% |
| Q3 2020 | $349,000 | – | 4,379 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |