Evolution Advisers, Inc. - 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
Evolution Advisers, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$28
+21.7%
565
+26.4%
0.02%
+25.0%
Q2 2023$23
+43.8%
447
+27.7%
0.02%
+45.5%
Q1 2023$16
+77.8%
350
+59.1%
0.01%
+57.1%
Q4 2022$9
-99.7%
220
+161.9%
0.01%
+133.3%
Q3 2022$3,000840.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
HT Partners LLC 1,241,990$140,357,00041.02%
Evergreen Advisors, LLC 988,458$111,706,00038.11%
Socha Financial Group, LLC 437,907$49,487,82337.57%
Strid Group, LLC 1,183,312$133,748,00027.41%
Morton Brown Family Wealth, LLC 312,427$35,314,00027.06%
AGILIS PARTNERS LLC 472,544$53,402,00026.72%
Members Advisory Group LLC 357,871$40,442,00026.70%
Evensky & Katz LLC 2,001,636$226,205,00021.79%
JBJ Investment Partners, LLC 802,463$90,686,00018.71%
Hanson & Doremus Investment Management 773,553$87,419,00018.70%
View complete list of SCHWAB STRATEGIC TR shareholders