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 | $10,971,636 | -5.5% | 220,093 | -2.0% | 6.07% | -4.2% |
| Q2 2023 | $11,611,717 | +27.2% | 224,598 | +28.3% | 6.34% | +19.8% |
| Q1 2023 | $9,127,005 | +13.1% | 175,010 | -2.8% | 5.29% | +2294.1% |
| Q4 2022 | $8,071,178 | -1.9% | 180,120 | -8.1% | 0.22% | -95.8% |
| Q3 2022 | $8,227,000 | -4.3% | 195,923 | +0.8% | 5.30% | -13.9% |
| Q2 2022 | $8,593,000 | -73.0% | 194,446 | -72.2% | 6.15% | -66.3% |
| Q1 2022 | $31,880,000 | – | 698,569 | – | 18.27% | – |
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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% |