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 | $771,465 | -4.8% | 15,476 | -1.3% | 0.44% | +5.1% |
| Q2 2023 | $810,363 | +8.0% | 15,674 | -0.0% | 0.42% | +4.5% |
| Q1 2023 | $750,336 | +6.1% | 15,681 | -0.6% | 0.40% | +6.4% |
| Q4 2022 | $707,084 | +4.8% | 15,780 | -1.9% | 0.37% | -8.6% |
| Q3 2022 | $675,000 | -4.9% | 16,078 | +0.0% | 0.41% | +4.6% |
| Q2 2022 | $710,000 | -17.3% | 16,076 | -0.1% | 0.39% | +0.8% |
| Q1 2022 | $859,000 | -5.5% | 16,085 | +100.0% | 0.39% | -9.2% |
| Q4 2021 | $909,000 | -19.1% | 8,042 | -25.6% | 0.43% | -29.9% |
| Q3 2021 | $1,123,000 | -1.9% | 10,816 | -1.5% | 0.61% | +1.7% |
| Q2 2021 | $1,145,000 | +1.3% | 10,985 | -5.9% | 0.60% | -9.5% |
| Q1 2021 | $1,130,000 | -31.9% | 11,679 | -35.9% | 0.66% | -38.1% |
| Q4 2020 | $1,659,000 | +8.9% | 18,227 | -4.8% | 1.07% | -5.7% |
| Q3 2020 | $1,524,000 | +0.4% | 19,142 | -7.3% | 1.13% | -16.2% |
| Q2 2020 | $1,518,000 | -6.2% | 20,658 | -1.9% | 1.35% | -16.7% |
| Q4 2019 | $1,619,000 | – | 21,063 | – | 1.62% | – |
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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% |