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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,007,168 | -13.5% | 19,481 | -19.9% | 0.20% | -17.2% |
| Q1 2023 | $1,163,699 | +1.0% | 24,320 | -5.4% | 0.24% | -3.6% |
| Q4 2022 | $1,152,459 | +5.3% | 25,719 | -1.3% | 0.25% | -3.5% |
| Q3 2022 | $1,094,000 | -11.3% | 26,051 | -6.6% | 0.26% | +2.0% |
| Q2 2022 | $1,233,000 | -20.1% | 27,896 | -3.5% | 0.25% | -2.7% |
| Q1 2022 | $1,543,000 | -6.9% | 28,905 | +97.1% | 0.26% | -2.6% |
| Q4 2021 | $1,657,000 | +31.6% | 14,665 | +6.0% | 0.26% | 0.0% |
| Q4 2020 | $1,259,000 | – | 13,841 | – | 0.26% | – |
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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% |