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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $802,585 | -3.8% | 16,100 | -0.1% | 0.35% | +2.7% |
| Q2 2023 | $834,429 | +108691.3% | 16,118 | +0.5% | 0.34% | -22.8% |
| Q1 2023 | $767 | -99.9% | 16,038 | -0.0% | 0.44% | +16.5% |
| Q4 2022 | $728,973 | -13.6% | 16,039 | -14.3% | 0.38% | -17.5% |
| Q3 2022 | $844,000 | +6.8% | 18,708 | +5.7% | 0.46% | +3.4% |
| Q2 2022 | $790,000 | -2.6% | 17,695 | +14.5% | 0.44% | +8.6% |
| Q1 2022 | $811,000 | -61.1% | 15,460 | -17.3% | 0.41% | -75.4% |
| Q4 2021 | $2,083,000 | +5.6% | 18,690 | +4.5% | 1.65% | +5.6% |
| Q3 2021 | $1,972,000 | – | 17,888 | – | 1.56% | – |
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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% |