SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 854 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $32,315 | +3.0% | 514 | 0.0% | 0.01% | -6.7% |
| Q1 2024 | $31,380 | +9.7% | 514 | 0.0% | 0.02% | 0.0% |
| Q4 2023 | $28,614 | +11.7% | 514 | 0.0% | 0.02% | -6.2% |
| Q3 2023 | $25,623 | -55.5% | 514 | -53.9% | 0.02% | -52.9% |
| Q2 2023 | $57,594 | +8.0% | 1,114 | 0.0% | 0.03% | -2.9% |
| Q1 2023 | $53,305 | +6.8% | 1,114 | 0.0% | 0.04% | -5.4% |
| Q4 2022 | $49,918 | +13.4% | 1,114 | +5.4% | 0.04% | +8.8% |
| Q3 2022 | $44,000 | -6.4% | 1,057 | 0.0% | 0.03% | +6.2% |
| Q2 2022 | $47,000 | -4.1% | 1,057 | +14.9% | 0.03% | +23.1% |
| Q1 2022 | $49,000 | +6.5% | 920 | +124.9% | 0.03% | +52.9% |
| Q4 2021 | $46,000 | +48.4% | 409 | +36.3% | 0.02% | +41.7% |
| Q3 2021 | $31,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $31,000 | +6.9% | 300 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $29,000 | +7.4% | 300 | 0.0% | 0.01% | +8.3% |
| Q4 2020 | $27,000 | +12.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $24,000 | +9.1% | 300 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $22,000 | +22.2% | 300 | 0.0% | 0.01% | -13.3% |
| Q1 2020 | $18,000 | – | 300 | – | 0.02% | – |
Download | ||||||
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% |