SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,123 | -3.3% | 5,499 | +0.3% | 0.08% | -2.5% |
| Q2 2023 | $283,394 | +8.4% | 5,482 | +0.3% | 0.08% | +3.9% |
| Q1 2023 | $261,490 | +7.1% | 5,465 | +0.3% | 0.08% | -2.6% |
| Q4 2022 | $244,099 | +7.1% | 5,447 | +0.4% | 0.08% | -15.2% |
| Q3 2022 | $228,000 | -4.6% | 5,427 | +0.4% | 0.09% | +1.1% |
| Q2 2022 | $239,000 | -17.0% | 5,408 | +0.3% | 0.09% | +4.6% |
| Q1 2022 | $288,000 | -5.3% | 5,390 | +100.4% | 0.09% | +2.4% |
| Q4 2021 | $304,000 | +49.8% | 2,689 | +2.8% | 0.08% | -26.7% |
| Q4 2019 | $203,000 | – | 2,617 | – | 0.12% | – |
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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% |