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 | $1,157,761 | -2.9% | 23,225 | +0.7% | 0.62% | -1.9% |
| Q2 2023 | $1,192,360 | +4.1% | 23,063 | -3.6% | 0.63% | -0.9% |
| Q1 2023 | $1,145,342 | +6.4% | 23,936 | -0.3% | 0.64% | +0.5% |
| Q4 2022 | $1,076,336 | +5.4% | 24,020 | -1.2% | 0.64% | +3.1% |
| Q3 2022 | $1,021,000 | -5.8% | 24,304 | -0.9% | 0.62% | +8.8% |
| Q2 2022 | $1,084,000 | -18.3% | 24,525 | -1.3% | 0.57% | -13.3% |
| Q1 2022 | $1,327,000 | -8.8% | 24,852 | +93.0% | 0.65% | -4.9% |
| Q4 2021 | $1,455,000 | – | 12,876 | – | 0.69% | – |
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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% |