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 | $843,382 | +8.5% | 16,918 | +12.5% | 0.22% | +11.4% |
| Q2 2023 | $777,162 | +5.3% | 15,032 | -2.6% | 0.20% | +6.3% |
| Q1 2023 | $738,171 | +6.5% | 15,427 | -0.3% | 0.19% | -5.0% |
| Q4 2022 | $693,179 | -1.5% | 15,469 | -7.7% | 0.20% | -19.4% |
| Q3 2022 | $704,000 | +7.3% | 16,755 | +12.8% | 0.25% | +7.9% |
| Q2 2022 | $656,000 | +14.5% | 14,849 | +38.3% | 0.23% | +35.5% |
| Q1 2022 | $573,000 | +20.4% | 10,733 | +154.7% | 0.17% | +3.7% |
| Q4 2021 | $476,000 | – | 4,214 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |