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 | $1,485,703 | -2.9% | 29,803 | +0.7% | 4.76% | -15.1% |
| Q2 2023 | $1,530,603 | +14.1% | 29,605 | +5.6% | 5.60% | +2.6% |
| Q1 2023 | $1,341,880 | +19.4% | 28,043 | +11.8% | 5.46% | +0.6% |
| Q4 2022 | $1,124,280 | +26.3% | 25,090 | +18.4% | 5.43% | +8.3% |
| Q3 2022 | $890,000 | -5.0% | 21,186 | -0.1% | 5.01% | +5.6% |
| Q2 2022 | $937,000 | -15.0% | 21,203 | +2.7% | 4.74% | -4.5% |
| Q1 2022 | $1,102,000 | -4.8% | 20,644 | +101.7% | 4.97% | -12.8% |
| Q4 2021 | $1,157,000 | -10.3% | 10,234 | -17.6% | 5.70% | -25.7% |
| Q3 2021 | $1,290,000 | +11.2% | 12,422 | +11.7% | 7.67% | -12.1% |
| Q2 2021 | $1,160,000 | +23.8% | 11,124 | +14.8% | 8.73% | -19.9% |
| Q1 2021 | $937,000 | +32.2% | 9,691 | +24.3% | 10.89% | -31.3% |
| Q4 2020 | $709,000 | – | 7,795 | – | 15.85% | – |
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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% |