SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $281,913 | +11.7% | 5,064 | 0.0% | 0.14% | +10.1% |
Q3 2023 | $252,440 | -3.6% | 5,064 | 0.0% | 0.13% | +0.8% |
Q2 2023 | $261,809 | +8.0% | 5,064 | 0.0% | 0.13% | +0.8% |
Q1 2023 | $242,312 | +6.8% | 5,064 | 0.0% | 0.13% | +3.3% |
Q4 2022 | $226,918 | +6.5% | 5,064 | 0.0% | 0.12% | +7.0% |
Q3 2022 | $213,000 | -4.9% | 5,064 | 0.0% | 0.12% | +2.7% |
Q2 2022 | $224,000 | -17.0% | 5,064 | 0.0% | 0.11% | -1.8% |
Q1 2022 | $270,000 | -5.6% | 5,064 | +100.0% | 0.11% | +2.7% |
Q4 2021 | $286,000 | +8.7% | 2,532 | 0.0% | 0.11% | 0.0% |
Q3 2021 | $263,000 | -0.4% | 2,532 | 0.0% | 0.11% | +35.4% |
Q2 2021 | $264,000 | +7.8% | 2,532 | 0.0% | 0.08% | +13.9% |
Q1 2021 | $245,000 | +6.5% | 2,532 | 0.0% | 0.07% | +2.9% |
Q4 2020 | $230,000 | +13.9% | 2,532 | 0.0% | 0.07% | +2.9% |
Q3 2020 | $202,000 | +8.6% | 2,532 | 0.0% | 0.07% | +4.6% |
Q2 2020 | $186,000 | +21.6% | 2,532 | 0.0% | 0.06% | +3.2% |
Q1 2020 | $153,000 | -21.5% | 2,532 | 0.0% | 0.06% | +8.6% |
Q4 2019 | $195,000 | -18.8% | 2,532 | -25.1% | 0.06% | -23.7% |
Q3 2019 | $240,000 | -25.0% | 3,380 | -25.4% | 0.08% | -26.9% |
Q2 2019 | $320,000 | +3.9% | 4,532 | 0.0% | 0.10% | +3.0% |
Q1 2019 | $308,000 | +13.2% | 4,532 | 0.0% | 0.10% | +7.4% |
Q4 2018 | $272,000 | -14.7% | 4,532 | 0.0% | 0.09% | +6.8% |
Q3 2018 | $319,000 | +6.7% | 4,532 | 0.0% | 0.09% | +2.3% |
Q2 2018 | $299,000 | +3.5% | 4,532 | 0.0% | 0.09% | +1.2% |
Q1 2018 | $289,000 | -1.0% | 4,532 | 0.0% | 0.08% | -8.6% |
Q4 2017 | $292,000 | +5.8% | 4,532 | 0.0% | 0.09% | +1.1% |
Q3 2017 | $276,000 | – | 4,532 | – | 0.09% | – |
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% |