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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $767,000 | -10.6% | 14,367 | +89.3% | 0.57% | -7.0% |
| Q4 2021 | $858,000 | +8.3% | 7,588 | -0.5% | 0.62% | -0.3% |
| Q3 2021 | $792,000 | +9.5% | 7,628 | +10.1% | 0.62% | +25.3% |
| Q2 2021 | $723,000 | +3.7% | 6,931 | -3.9% | 0.49% | -8.5% |
| Q1 2021 | $697,000 | +2.7% | 7,210 | -3.4% | 0.54% | -14.7% |
| Q4 2020 | $679,000 | +11.3% | 7,466 | -2.6% | 0.63% | -9.2% |
| Q3 2020 | $610,000 | +13.6% | 7,665 | +4.9% | 0.70% | -9.5% |
| Q2 2020 | $537,000 | -95.4% | 7,309 | -95.2% | 0.77% | -92.6% |
| Q4 2019 | $11,619,000 | – | 151,130 | – | 10.43% | – |
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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% |