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 | $498,760 | -2.1% | 10,005 | +1.6% | 0.09% | -3.3% |
| Q2 2023 | $509,257 | +2.8% | 9,850 | -4.8% | 0.09% | -3.2% |
| Q1 2023 | $495,258 | -35.7% | 10,350 | -39.8% | 0.10% | -40.3% |
| Q4 2022 | $770,384 | +6.7% | 17,192 | 0.0% | 0.16% | -5.9% |
| Q3 2022 | $722,000 | -5.0% | 17,192 | 0.0% | 0.17% | -4.5% |
| Q2 2022 | $760,000 | -17.2% | 17,192 | 0.0% | 0.18% | -9.2% |
| Q1 2022 | $918,000 | -5.5% | 17,192 | +100.0% | 0.20% | -4.4% |
| Q4 2021 | $971,000 | +6.9% | 8,596 | -1.6% | 0.20% | -8.1% |
| Q3 2021 | $908,000 | +1.8% | 8,740 | +2.2% | 0.22% | -3.9% |
| Q2 2021 | $892,000 | +7.9% | 8,554 | 0.0% | 0.23% | -5.3% |
| Q1 2021 | $827,000 | +6.3% | 8,554 | 0.0% | 0.24% | -6.5% |
| Q4 2020 | $778,000 | +100.0% | 8,554 | +75.2% | 0.26% | +87.8% |
| Q3 2020 | $389,000 | +8.4% | 4,883 | 0.0% | 0.14% | -2.8% |
| Q2 2020 | $359,000 | +21.7% | 4,883 | 0.0% | 0.14% | +4.4% |
| Q1 2020 | $295,000 | -21.3% | 4,883 | 0.0% | 0.14% | -18.0% |
| Q4 2019 | $375,000 | +8.1% | 4,883 | 0.0% | 0.17% | -6.7% |
| Q3 2019 | $347,000 | +0.9% | 4,883 | 0.0% | 0.18% | -6.8% |
| Q2 2019 | $344,000 | – | 4,883 | – | 0.19% | – |
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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% |