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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $726,364 | -10.5% | 14,571 | -7.2% | 0.73% | -17.1% |
| Q2 2023 | $811,464 | +6.5% | 15,696 | -1.5% | 0.88% | -0.8% |
| Q1 2023 | $762,267 | +5.5% | 15,930 | -1.2% | 0.89% | +12.4% |
| Q4 2022 | $722,788 | +6.8% | 16,130 | 0.0% | 0.79% | +14.1% |
| Q3 2022 | $677,000 | -7.3% | 16,130 | -2.4% | 0.69% | +7.8% |
| Q2 2022 | $730,000 | -17.2% | 16,529 | 0.0% | 0.64% | -2.9% |
| Q1 2022 | $882,000 | -9.3% | 16,529 | +92.2% | 0.66% | -6.0% |
| Q4 2021 | $972,000 | +10.3% | 8,600 | +1.4% | 0.70% | -1.1% |
| Q3 2021 | $881,000 | +0.1% | 8,483 | +0.5% | 0.71% | 0.0% |
| Q2 2021 | $880,000 | +4.3% | 8,443 | -3.2% | 0.71% | -25.8% |
| Q1 2021 | $844,000 | -23.5% | 8,723 | -28.0% | 0.96% | -25.2% |
| Q4 2020 | $1,103,000 | +5.6% | 12,123 | -7.6% | 1.28% | -1.9% |
| Q3 2020 | $1,045,000 | 0.0% | 13,123 | +0.4% | 1.31% | -0.2% |
| Q2 2020 | $1,045,000 | +16.5% | 13,067 | -11.9% | 1.31% | +17.2% |
| Q1 2020 | $897,000 | -12.5% | 14,840 | +11.3% | 1.12% | +2.8% |
| Q4 2019 | $1,025,000 | – | 13,330 | – | 1.09% | – |
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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% |