SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 923 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,070,425 | +93.5% | 17,026 | +87.9% | 0.49% | +86.4% |
| Q1 2024 | $553,296 | +9.7% | 9,063 | 0.0% | 0.26% | +8.2% |
| Q4 2023 | $504,537 | +11.7% | 9,063 | 0.0% | 0.24% | +2.1% |
| Q3 2023 | $451,791 | -3.6% | 9,063 | 0.0% | 0.24% | -15.2% |
| Q2 2023 | $468,557 | +8.0% | 9,063 | 0.0% | 0.28% | +5.2% |
| Q1 2023 | $433,665 | -47.7% | 9,063 | -51.0% | 0.27% | -46.5% |
| Q4 2022 | $829,478 | +34.2% | 18,511 | +25.7% | 0.50% | +92.0% |
| Q3 2022 | $618,000 | +20.0% | 14,726 | +26.3% | 0.26% | +21.3% |
| Q2 2022 | $515,000 | – | 11,664 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 2,238,817 | $140,754,444 | 49.75% |
| Evergreen Advisors, LLC | 2,182,804 | $137,232,868 | 41.08% |
| Socha Financial Group, LLC | 1,011,590 | $63,598,661 | 29.76% |
| Strid Group, LLC | 2,752,877 | $173,073,373 | 28.62% |
| MYECFO, LLC | 755,325 | $47,487,278 | 27.39% |
| Morton Brown Family Wealth, LLC | 1,064,494 | $68,212,796 | 26.93% |
| TruNorth Capital Management, LLC | 1,302,430 | $81,883,772 | 26.56% |
| Members Advisory Group LLC | 708,018 | $44,513,632 | 24.30% |
| Compass Advisory Group LLC | 743,771 | $46,912,087 | 20.84% |
| Hanson & Doremus Investment Management | 1,937,609 | $121,817 | 20.41% |