SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 854 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $865,549 | +3.0% | 13,767 | 0.0% | 0.39% | -1.5% |
Q1 2024 | $840,493 | +9.8% | 13,767 | +0.2% | 0.40% | -3.9% |
Q4 2023 | $765,186 | +11.9% | 13,745 | +0.2% | 0.41% | +2.7% |
Q3 2023 | $683,677 | -6.1% | 13,715 | -2.6% | 0.40% | -4.5% |
Q2 2023 | $727,809 | +8.2% | 14,078 | +0.2% | 0.42% | -0.9% |
Q1 2023 | $672,352 | +7.0% | 14,051 | +0.2% | 0.43% | +2.7% |
Q4 2022 | $628,395 | 0.0% | 14,024 | 0.0% | 0.42% | 0.0% |
Q3 2022 | $628,395 | – | 14,024 | – | 0.42% | – |
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% |