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 | $4,005,207 | -1.2% | 80,345 | +2.4% | 0.77% | -0.8% |
| Q2 2023 | $4,055,362 | +18.5% | 78,440 | +9.7% | 0.78% | +6.6% |
| Q1 2023 | $3,421,058 | -3.3% | 71,495 | -9.4% | 0.73% | -10.0% |
| Q4 2022 | $3,536,558 | +15.0% | 78,923 | +7.7% | 0.81% | -3.2% |
| Q3 2022 | $3,076,000 | +2.5% | 73,248 | +7.9% | 0.84% | -3.2% |
| Q2 2022 | $3,001,000 | -15.4% | 67,907 | +2.2% | 0.86% | -15.8% |
| Q1 2022 | $3,546,000 | -7.4% | 66,423 | +96.1% | 1.02% | -6.7% |
| Q4 2021 | $3,828,000 | +17.7% | 33,870 | +8.1% | 1.10% | +4.8% |
| Q3 2021 | $3,253,000 | -1.6% | 31,323 | -1.2% | 1.05% | -5.8% |
| Q2 2021 | $3,306,000 | -2.6% | 31,705 | -9.7% | 1.11% | -16.2% |
| Q1 2021 | $3,394,000 | +7.7% | 35,095 | +1.4% | 1.33% | -3.2% |
| Q4 2020 | $3,151,000 | +12.5% | 34,625 | +4.7% | 1.37% | +3.7% |
| Q3 2020 | $2,802,000 | +25.0% | 33,073 | +8.4% | 1.32% | +3.2% |
| Q2 2020 | $2,242,000 | – | 30,510 | – | 1.28% | – |
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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% |