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 | $424,755 | -27.3% | 8,521 | -24.6% | 0.18% | -26.8% |
| Q2 2023 | $584,519 | +8.6% | 11,306 | +0.6% | 0.25% | -5.7% |
| Q1 2023 | $538,041 | +17.2% | 11,244 | +9.7% | 0.26% | +3.5% |
| Q4 2022 | $459,153 | -3.9% | 10,247 | -9.9% | 0.26% | -18.7% |
| Q3 2022 | $478,000 | +14.4% | 11,372 | +20.1% | 0.32% | +12.1% |
| Q2 2022 | $418,000 | -45.0% | 9,467 | -33.5% | 0.28% | -52.6% |
| Q1 2022 | $760,000 | +11.8% | 14,237 | +136.8% | 0.59% | +38.9% |
| Q4 2021 | $680,000 | – | 6,013 | – | 0.43% | – |
Download | ||||||
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% |