Schubert & Co - SCHWAB STRATEGIC TR ownership

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
Schubert & Co ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$16,365
+6.8%
3420.0%0.02%
+7.1%
Q4 2022$15,325
-4.2%
342
-8.1%
0.01%
-6.7%
Q3 2022$16,0000.0%3720.0%0.02%0.0%
Q2 2022$16,000
-20.0%
3720.0%0.02%
-31.8%
Q1 2022$20,000
-4.8%
372
+100.0%
0.02%
+4.8%
Q4 2021$21,0001860.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 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