SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,813,024 | +17.3% | 417,513 | +21.7% | 8.92% | +21.2% |
| Q2 2023 | $17,740,955 | +46.2% | 343,152 | +35.3% | 7.36% | +40.4% |
| Q1 2023 | $12,134,634 | +3.1% | 253,597 | -3.4% | 5.24% | -8.3% |
| Q4 2022 | $11,767,006 | -19.7% | 262,598 | -24.7% | 5.72% | -22.4% |
| Q3 2022 | $14,647,000 | -22.4% | 348,814 | -18.3% | 7.37% | -20.9% |
| Q2 2022 | $18,871,000 | -30.2% | 427,043 | -15.7% | 9.32% | -10.3% |
| Q1 2022 | $27,047,000 | -0.1% | 506,602 | +111.5% | 10.39% | +4.5% |
| Q4 2021 | $27,078,000 | +7.5% | 239,565 | -1.2% | 9.94% | +2.3% |
| Q3 2021 | $25,193,000 | +5.7% | 242,564 | +6.1% | 9.71% | +0.6% |
| Q2 2021 | $23,840,000 | +9.5% | 228,640 | +1.6% | 9.66% | -4.1% |
| Q1 2021 | $21,770,000 | +8.9% | 225,110 | +2.4% | 10.06% | -7.7% |
| Q4 2020 | $19,995,000 | +11.9% | 219,757 | -2.1% | 10.90% | -7.9% |
| Q3 2020 | $17,868,000 | -20.4% | 224,364 | -26.6% | 11.83% | -34.6% |
| Q2 2020 | $22,455,000 | +14.2% | 305,638 | -6.1% | 18.09% | -12.7% |
| Q1 2020 | $19,663,000 | -23.6% | 325,399 | -2.8% | 20.72% | +6.0% |
| Q4 2019 | $25,724,000 | +21.5% | 334,605 | +12.2% | 19.55% | +6.3% |
| Q3 2019 | $21,175,000 | – | 298,164 | – | 18.39% | – |
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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% |