SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,081,976 | -5.1% | 61,825 | -1.6% | 0.40% | -1.2% |
Q2 2023 | $3,248,053 | +8.0% | 62,825 | 0.0% | 0.40% | +1.8% |
Q1 2023 | $3,006,176 | +6.6% | 62,825 | -0.2% | 0.40% | +0.5% |
Q4 2022 | $2,821,014 | +7.8% | 62,955 | +1.0% | 0.40% | -6.8% |
Q3 2022 | $2,618,000 | -2.0% | 62,355 | +3.1% | 0.42% | +2.2% |
Q2 2022 | $2,672,000 | -12.2% | 60,455 | +6.0% | 0.42% | -2.3% |
Q1 2022 | $3,044,000 | -5.7% | 57,010 | +99.6% | 0.43% | -6.8% |
Q4 2021 | $3,228,000 | +8.8% | 28,560 | 0.0% | 0.46% | -1.1% |
Q3 2021 | $2,966,000 | -0.4% | 28,560 | 0.0% | 0.46% | -1.1% |
Q2 2021 | $2,978,000 | +7.8% | 28,560 | 0.0% | 0.47% | +4.0% |
Q1 2021 | $2,762,000 | +6.3% | 28,560 | 0.0% | 0.45% | -3.2% |
Q4 2020 | $2,599,000 | +14.2% | 28,560 | 0.0% | 0.46% | +8.2% |
Q3 2020 | $2,275,000 | +8.4% | 28,560 | 0.0% | 0.43% | +0.7% |
Q2 2020 | $2,098,000 | – | 28,560 | – | 0.43% | – |
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% |