Sterling Financial Planning, Inc. - SCHWAB STRATEGIC TR ownership

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
Sterling Financial Planning, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$202,000
+9.2%
1,788
+0.4%
0.13%
+6.8%
Q3 2021$185,0000.0%1,781
+0.3%
0.12%
-1.7%
Q2 2021$185,000
+8.2%
1,776
+0.3%
0.12%
-1.6%
Q1 2021$171,000
+6.2%
1,770
+0.3%
0.12%
-6.2%
Q4 2020$161,0001,7650.13%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 2,185,199$108,932,16439.30%
HT Partners LLC 2,221,348$110,734,20233.09%
Socha Financial Group, LLC 995,743$49,637,78726.40%
Morton Brown Family Wealth, LLC 1,007,164$50,207,11125.67%
Strid Group, LLC 2,452,051$122,234,75025.55%
Members Advisory Group LLC 747,794$37,277,55424.08%
MYECFO, LLC 690,115$34,466,00523.90%
FREEDOM WEALTH ALLIANCE, LLC 270,045$13,461,74222.15%
Hanson & Doremus Investment Management 1,898,228$94,62719.52%
HENGEHOLD CAPITAL MANAGEMENT LLC 2,985,574$148,830,84419.42%
View complete list of SCHWAB STRATEGIC TR shareholders