SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 867 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,667,267 | +2.1% | 26,519 | -0.9% | 0.72% | -1.4% |
| Q1 2024 | $1,632,920 | +7.3% | 26,747 | -2.1% | 0.73% | -1.6% |
| Q4 2023 | $1,521,191 | +11.2% | 27,325 | -0.5% | 0.74% | +5.7% |
| Q3 2023 | $1,368,430 | +9.7% | 27,451 | +13.7% | 0.70% | +11.6% |
| Q2 2023 | $1,247,940 | +5.2% | 24,138 | -2.6% | 0.63% | -2.9% |
| Q1 2023 | $1,185,887 | +5.4% | 24,783 | -1.3% | 0.65% | -0.8% |
| Q4 2022 | $1,125,028 | +107558.2% | 25,107 | +0.9% | 0.65% | -2.2% |
| Q3 2022 | $1,045 | -14.6% | 24,884 | -10.1% | 0.67% | -10.1% |
| Q2 2022 | $1,224 | -18.8% | 27,693 | -2.0% | 0.74% | -4.5% |
| Q1 2022 | $1,508 | -2.8% | 28,245 | +105.9% | 0.78% | +0.6% |
| Q4 2021 | $1,551 | +10.3% | 13,720 | +1.4% | 0.77% | -1.8% |
| Q3 2021 | $1,406 | +3.2% | 13,537 | +3.6% | 0.79% | +0.3% |
| Q2 2021 | $1,362 | +14.2% | 13,066 | +6.0% | 0.78% | +3.6% |
| Q1 2021 | $1,193 | +7.7% | 12,331 | +1.2% | 0.76% | +0.1% |
| Q4 2020 | $1,108 | +7.8% | 12,182 | -5.4% | 0.76% | -6.2% |
| Q3 2020 | $1,028 | +7.5% | 12,881 | -0.6% | 0.81% | -2.4% |
| Q2 2020 | $956 | +26.1% | 12,962 | +3.1% | 0.83% | -0.7% |
| Q1 2020 | $758 | – | 12,570 | – | 0.83% | – |
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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% |