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 | $1,994 | +11.5% | 39,999 | +7.1% | 0.83% | +2.7% |
Q1 2023 | $1,788 | +18.8% | 37,362 | +11.3% | 0.81% | +28.3% |
Q4 2022 | $1,505 | -99.9% | 33,579 | -1.3% | 0.63% | -6.2% |
Q3 2022 | $1,429,000 | -4.1% | 34,022 | +0.9% | 0.67% | +1.5% |
Q2 2022 | $1,490,000 | -22.9% | 33,712 | -6.8% | 0.66% | -17.2% |
Q1 2022 | $1,932,000 | -13.8% | 36,180 | +82.5% | 0.80% | -0.5% |
Q4 2021 | $2,240,000 | +13.6% | 19,824 | +4.5% | 0.80% | -3.8% |
Q3 2021 | $1,971,000 | +8.7% | 18,975 | +9.1% | 0.84% | -13.3% |
Q2 2021 | $1,814,000 | +15.9% | 17,397 | +7.5% | 0.96% | +29.7% |
Q1 2021 | $1,565,000 | +17.1% | 16,184 | +10.1% | 0.74% | +7.1% |
Q4 2020 | $1,337,000 | +39.9% | 14,699 | +22.5% | 0.69% | +28.5% |
Q3 2020 | $956,000 | +2.4% | 11,999 | -5.6% | 0.54% | -3.4% |
Q2 2020 | $934,000 | +29.5% | 12,715 | +6.6% | 0.56% | +10.7% |
Q1 2020 | $721,000 | +14.6% | 11,923 | +45.7% | 0.50% | +20.5% |
Q4 2019 | $629,000 | – | 8,184 | – | 0.42% | – |
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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% |