SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $202,471 | -9.7% | 3,916 | -21.8% | 0.02% | -20.0% |
| Q4 2022 | $224,332 | +6.8% | 5,006 | +5.5% | 0.03% | -3.2% |
| Q2 2022 | $210,000 | -62.4% | 4,743 | -54.7% | 0.03% | -57.5% |
| Q1 2022 | $558,000 | -20.3% | 10,459 | +68.9% | 0.07% | -21.5% |
| Q4 2021 | $700,000 | -12.9% | 6,193 | -20.0% | 0.09% | -19.8% |
| Q3 2021 | $804,000 | -12.1% | 7,744 | -11.8% | 0.12% | +4.5% |
| Q2 2021 | $915,000 | +256.0% | 8,784 | +230.5% | 0.11% | +164.3% |
| Q1 2021 | $257,000 | -0.8% | 2,658 | -6.9% | 0.04% | -22.2% |
| Q4 2020 | $259,000 | -99.9% | 2,854 | -49.8% | 0.05% | -77.2% |
| Q3 2020 | $471,975,000 | -5.1% | 5,682 | -13.5% | 0.24% | -14.1% |
| Q2 2020 | $497,259,000 | +140.4% | 6,571 | +92.0% | 0.28% | +109.1% |
| Q1 2020 | $206,836,000 | -35.6% | 3,423 | -14.2% | 0.13% | -31.2% |
| Q4 2019 | $321,155,000 | – | 3,989 | – | 0.19% | – |
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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% |