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 | $623 | -8.4% | 13,087 | -0.6% | 0.47% | -1.3% |
| Q2 2023 | $680 | +6.6% | 13,163 | -1.4% | 0.47% | +15.9% |
| Q1 2023 | $638 | -24.5% | 13,346 | -29.3% | 0.41% | -27.3% |
| Q4 2022 | $845 | -99.9% | 18,878 | 0.0% | 0.56% | 0.0% |
| Q3 2022 | $792,000 | -5.5% | 18,878 | -0.5% | 0.56% | -2.4% |
| Q2 2022 | $838,000 | -18.6% | 18,966 | -1.7% | 0.58% | -20.4% |
| Q1 2022 | $1,030,000 | +2.4% | 19,294 | +98.4% | 0.72% | -6.8% |
| Q4 2021 | $1,006,000 | -5.2% | 9,725 | 0.0% | 0.78% | +23.2% |
| Q3 2021 | $1,061,000 | +2.0% | 9,725 | -0.9% | 0.63% | -3.4% |
| Q2 2021 | $1,040,000 | +1.4% | 9,809 | -7.6% | 0.65% | -6.1% |
| Q1 2021 | $1,026,000 | +1.3% | 10,613 | -4.7% | 0.69% | -6.1% |
| Q4 2020 | $1,013,000 | +7.9% | 11,131 | -0.1% | 0.74% | +2.1% |
| Q3 2020 | $939,000 | +9.6% | 11,146 | -4.4% | 0.72% | +0.3% |
| Q2 2020 | $857,000 | -9.9% | 11,664 | -25.9% | 0.72% | -26.1% |
| Q1 2020 | $951,000 | -41.4% | 15,737 | -25.0% | 0.98% | -39.7% |
| Q4 2019 | $1,622,000 | – | 20,984 | – | 1.62% | – |
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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% |