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 | $59,421 | -3.6% | 1,192 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $61,626 | +8.0% | 1,192 | 0.0% | 0.01% | +25.0% |
Q1 2023 | $57,037 | -31.9% | 1,192 | -36.3% | 0.00% | -42.9% |
Q4 2022 | $83,794 | +6.1% | 1,870 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $79,000 | -4.8% | 1,870 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $83,000 | -17.0% | 1,870 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $100,000 | -19.4% | 1,870 | +70.8% | 0.01% | 0.0% |
Q4 2021 | $124,000 | +8.8% | 1,095 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $114,000 | 0.0% | 1,095 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $114,000 | +7.5% | 1,095 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $106,000 | +6.0% | 1,095 | 0.0% | 0.01% | -12.5% |
Q4 2020 | $100,000 | +42.9% | 1,095 | +25.4% | 0.01% | +33.3% |
Q3 2020 | $70,000 | +9.4% | 873 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $64,000 | – | 873 | – | 0.01% | – |
Q1 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
Q4 2019 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | -100.0% |
Q3 2019 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | – |
Q2 2019 | $3,000 | – | 45 | – | 0.00% | – |
Q1 2019 | $0 | – | 0 | – | 0.00% | – |
Q4 2018 | $0 | – | 0 | – | 0.00% | – |
Q3 2018 | $0 | – | 0 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |