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 | $45,364 | -3.6% | 910 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $47,047 | +8.0% | 910 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $43,544 | +6.8% | 910 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $40,777 | +7.3% | 910 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $38,000 | -5.0% | 910 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $40,000 | -18.4% | 910 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $49,000 | -3.9% | 910 | +100.0% | 0.00% | 0.0% |
Q4 2021 | $51,000 | +8.5% | 455 | 0.0% | 0.00% | -50.0% |
Q3 2021 | $47,000 | 0.0% | 455 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $47,000 | +370.0% | 455 | +172.5% | 0.00% | +100.0% |
Q1 2020 | $10,000 | -23.1% | 167 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $13,000 | +85.7% | 167 | +59.0% | 0.00% | – |
Q3 2019 | $7,000 | -85.4% | 105 | -84.4% | 0.00% | -100.0% |
Q2 2019 | $48,000 | – | 675 | – | 0.00% | – |
Download |
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% |