SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,076 | +1.9% | 141,939 | +5.7% | 0.04% | +2.6% |
| Q2 2023 | $6,944 | +43.1% | 134,319 | +32.5% | 0.04% | +11.8% |
| Q1 2023 | $4,851 | +6.3% | 101,376 | -0.5% | 0.03% | +13.3% |
| Q4 2022 | $4,564 | -99.9% | 101,843 | +20.1% | 0.03% | +11.1% |
| Q3 2022 | $3,562,000 | +7.7% | 84,822 | +13.4% | 0.03% | +8.0% |
| Q2 2022 | $3,307,000 | -5.4% | 74,830 | +14.3% | 0.02% | 0.0% |
| Q1 2022 | $3,495,000 | -3.0% | 65,463 | +105.3% | 0.02% | -3.8% |
| Q4 2021 | $3,604,000 | +17.7% | 31,890 | +8.2% | 0.03% | +8.3% |
| Q3 2021 | $3,061,000 | +19.2% | 29,472 | +19.7% | 0.02% | +9.1% |
| Q2 2021 | $2,567,000 | +15.0% | 24,617 | +6.6% | 0.02% | +4.8% |
| Q1 2021 | $2,233,000 | +12.8% | 23,088 | +6.1% | 0.02% | 0.0% |
| Q4 2020 | $1,980,000 | +35.6% | 21,759 | +18.7% | 0.02% | +16.7% |
| Q3 2020 | $1,460,000 | +74.0% | 18,334 | +60.5% | 0.02% | +63.6% |
| Q2 2020 | $839,000 | -90.3% | 11,423 | -92.0% | 0.01% | -92.6% |
| Q1 2020 | $8,612,000 | -4.8% | 142,508 | +21.1% | 0.15% | +14.7% |
| Q4 2019 | $9,048,000 | +22.1% | 117,689 | +12.7% | 0.13% | +8.4% |
| Q3 2019 | $7,413,000 | +765.0% | 104,381 | +759.2% | 0.12% | +891.7% |
| Q2 2019 | $857,000 | -3.7% | 12,148 | -7.1% | 0.01% | -14.3% |
| Q1 2019 | $890,000 | +17.9% | 13,078 | +3.9% | 0.01% | 0.0% |
| Q4 2018 | $755,000 | +25.2% | 12,591 | +47.0% | 0.01% | +40.0% |
| Q3 2018 | $603,000 | +38.0% | 8,563 | +29.2% | 0.01% | 0.0% |
| Q2 2018 | $437,000 | +21.4% | 6,627 | +17.5% | 0.01% | +25.0% |
| Q1 2018 | $360,000 | +0.3% | 5,641 | +1.5% | 0.01% | +14.3% |
| Q4 2017 | $359,000 | +5.9% | 5,559 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $339,000 | -7.9% | 5,559 | -11.6% | 0.01% | 0.0% |
| Q2 2017 | $368,000 | -98.9% | 6,290 | -99.4% | 0.01% | -99.0% |
| Q1 2017 | $33,965,000 | – | 968,912 | – | 0.68% | – |
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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% |