SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 923 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 2024 | $1,452,802 | +36.8% | 22,437 | +29.0% | 0.98% | +27.6% |
Q1 2024 | $1,061,904 | +18.5% | 17,394 | +7.4% | 0.77% | +1.0% |
Q4 2023 | $895,843 | +30.0% | 16,197 | +18.8% | 0.76% | +14.7% |
Q3 2023 | $689,353 | -1.2% | 13,634 | -0.0% | 0.66% | -4.6% |
Q2 2023 | $697,813 | +5.8% | 13,637 | -0.5% | 0.70% | -2.5% |
Q1 2023 | $659,316 | +7.9% | 13,710 | +2.0% | 0.72% | -8.1% |
Q4 2022 | $610,941 | +165.6% | 13,442 | +151.3% | 0.78% | +139.4% |
Q3 2022 | $230,000 | -13.2% | 5,349 | -2.6% | 0.32% | -6.9% |
Q2 2022 | $265,000 | -64.5% | 5,492 | -60.6% | 0.35% | -63.6% |
Q1 2022 | $747,000 | -9.1% | 13,954 | +88.5% | 0.96% | -12.0% |
Q4 2021 | $822,000 | +22.1% | 7,401 | +14.1% | 1.09% | +5.5% |
Q3 2021 | $673,000 | +11.8% | 6,488 | +12.3% | 1.03% | +8.2% |
Q2 2021 | $602,000 | +11.9% | 5,775 | +5.1% | 0.95% | -0.8% |
Q1 2021 | $538,000 | -3.1% | 5,497 | -9.8% | 0.96% | -11.4% |
Q4 2020 | $555,000 | -27.5% | 6,095 | -36.7% | 1.09% | -45.0% |
Q3 2020 | $766,000 | -8.5% | 9,624 | -15.5% | 1.98% | -26.9% |
Q2 2020 | $837,000 | +6.8% | 11,386 | -12.2% | 2.70% | -24.0% |
Q1 2020 | $784,000 | -65.4% | 12,966 | -56.1% | 3.56% | -49.0% |
Q4 2019 | $2,268,000 | – | 29,506 | – | 6.97% | – |
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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% |