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 | $1,155,224 | -2.1% | 23,174 | -6.0% | 0.83% | -2.8% |
| Q2 2023 | $1,180,172 | 0.0% | 24,664 | 0.0% | 0.86% | 0.0% |
| Q1 2023 | $1,180,172 | +5.2% | 24,664 | -1.4% | 0.86% | +1.5% |
| Q4 2022 | $1,121,325 | +7.8% | 25,024 | +1.0% | 0.84% | +2.6% |
| Q3 2022 | $1,040,000 | -4.6% | 24,765 | +0.4% | 0.82% | +3.4% |
| Q2 2022 | $1,090,000 | -22.5% | 24,665 | -6.4% | 0.80% | -9.2% |
| Q1 2022 | $1,406,000 | -5.5% | 26,338 | +100.0% | 0.88% | -2.1% |
| Q4 2021 | $1,488,000 | +8.9% | 13,169 | +0.0% | 0.90% | -0.4% |
| Q3 2021 | $1,367,000 | -0.6% | 13,164 | -0.2% | 0.90% | -4.9% |
| Q2 2021 | $1,375,000 | +8.3% | 13,189 | +0.4% | 0.95% | -0.3% |
| Q1 2021 | $1,270,000 | +1.2% | 13,134 | -4.8% | 0.95% | -9.2% |
| Q4 2020 | $1,255,000 | +15.3% | 13,789 | +0.9% | 1.04% | +1.0% |
| Q3 2020 | $1,088,000 | +7.4% | 13,664 | -0.9% | 1.04% | -3.1% |
| Q2 2020 | $1,013,000 | +20.9% | 13,784 | -0.6% | 1.07% | +5.0% |
| Q1 2020 | $838,000 | -31.8% | 13,864 | -13.2% | 1.02% | -13.1% |
| Q4 2019 | $1,228,000 | – | 15,967 | – | 1.17% | – |
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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% |