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 | $17,486,930 | -4.1% | 350,791 | -0.5% | 10.67% | -3.0% |
| Q2 2023 | $18,227,195 | +8.3% | 352,557 | +0.2% | 11.00% | -0.2% |
| Q1 2023 | $16,836,308 | +10.2% | 351,855 | +3.2% | 11.02% | +3.1% |
| Q4 2022 | $15,271,381 | +0.1% | 340,803 | -6.2% | 10.69% | -5.7% |
| Q3 2022 | $15,250,000 | -5.7% | 363,183 | -0.7% | 11.34% | -0.4% |
| Q2 2022 | $16,168,000 | -19.0% | 365,884 | -2.1% | 11.39% | -6.0% |
| Q1 2022 | $19,958,000 | -7.5% | 373,823 | +95.8% | 12.11% | -5.5% |
| Q4 2021 | $21,571,000 | +7.5% | 190,876 | -1.2% | 12.82% | +0.2% |
| Q3 2021 | $20,070,000 | -0.7% | 193,244 | -0.3% | 12.80% | +0.3% |
| Q2 2021 | $20,202,000 | +7.4% | 193,751 | -0.4% | 12.76% | -0.3% |
| Q1 2021 | $18,813,000 | +3.2% | 194,534 | -2.9% | 12.79% | -3.3% |
| Q4 2020 | $18,228,000 | – | 200,328 | – | 13.22% | – |
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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% |