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 | $842,971 | -3.4% | 16,910 | +0.2% | 0.65% | -0.8% |
| Q2 2023 | $872,409 | +7.2% | 16,874 | +0.2% | 0.65% | +2.4% |
| Q1 2023 | $814,056 | +8.1% | 16,840 | +0.2% | 0.64% | 0.0% |
| Q4 2022 | $753,018 | +5.2% | 16,805 | -1.5% | 0.64% | -4.5% |
| Q3 2022 | $716,000 | -14.9% | 17,064 | -2.1% | 0.67% | -2.3% |
| Q2 2022 | $841,000 | -9.9% | 17,436 | -0.2% | 0.68% | -3.4% |
| Q1 2022 | $933,000 | -20.9% | 17,474 | +67.3% | 0.71% | -20.0% |
| Q4 2021 | $1,180,000 | +9.3% | 10,443 | +0.8% | 0.88% | -2.3% |
| Q2 2021 | $1,080,000 | +0.8% | 10,356 | -6.5% | 0.90% | -9.3% |
| Q1 2021 | $1,071,000 | -18.6% | 11,074 | -23.4% | 1.00% | -29.9% |
| Q4 2020 | $1,316,000 | – | 14,465 | – | 1.42% | – |
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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% |