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 | $1,228,604 | -3.6% | 24,646 | 0.0% | 0.43% | -2.1% |
| Q2 2023 | $1,274,199 | +1.1% | 24,646 | -6.5% | 0.44% | -3.1% |
| Q1 2023 | $1,260,896 | +14.2% | 26,351 | +6.9% | 0.45% | +3.7% |
| Q4 2022 | $1,104,387 | +2.4% | 24,646 | -4.1% | 0.43% | -4.6% |
| Q3 2022 | $1,079,000 | -2.7% | 25,704 | +2.4% | 0.46% | +7.1% |
| Q2 2022 | $1,109,000 | -17.2% | 25,102 | 0.0% | 0.42% | -13.3% |
| Q1 2022 | $1,340,000 | +8.9% | 25,102 | +130.5% | 0.49% | +16.4% |
| Q4 2021 | $1,230,000 | +8.8% | 10,888 | 0.0% | 0.42% | -0.5% |
| Q3 2021 | $1,131,000 | +1.7% | 10,888 | +2.1% | 0.42% | -1.9% |
| Q2 2021 | $1,112,000 | +7.3% | 10,660 | -0.5% | 0.43% | -42.9% |
| Q1 2021 | $1,036,000 | +6.8% | 10,710 | +0.5% | 0.76% | -0.8% |
| Q4 2020 | $970,000 | – | 10,660 | – | 0.76% | – |
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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% |