SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
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% | – |
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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% |