OPTIMUM INVESTMENT ADVISORS - SCHWAB STRATEGIC TR ownership

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
OPTIMUM INVESTMENT ADVISORS ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2023$281,913
+11.7%
5,0640.0%0.14%
+10.1%
Q3 2023$252,440
-3.6%
5,0640.0%0.13%
+0.8%
Q2 2023$261,809
+8.0%
5,0640.0%0.13%
+0.8%
Q1 2023$242,312
+6.8%
5,0640.0%0.13%
+3.3%
Q4 2022$226,918
+6.5%
5,0640.0%0.12%
+7.0%
Q3 2022$213,000
-4.9%
5,0640.0%0.12%
+2.7%
Q2 2022$224,000
-17.0%
5,0640.0%0.11%
-1.8%
Q1 2022$270,000
-5.6%
5,064
+100.0%
0.11%
+2.7%
Q4 2021$286,000
+8.7%
2,5320.0%0.11%0.0%
Q3 2021$263,000
-0.4%
2,5320.0%0.11%
+35.4%
Q2 2021$264,000
+7.8%
2,5320.0%0.08%
+13.9%
Q1 2021$245,000
+6.5%
2,5320.0%0.07%
+2.9%
Q4 2020$230,000
+13.9%
2,5320.0%0.07%
+2.9%
Q3 2020$202,000
+8.6%
2,5320.0%0.07%
+4.6%
Q2 2020$186,000
+21.6%
2,5320.0%0.06%
+3.2%
Q1 2020$153,000
-21.5%
2,5320.0%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%
4,5320.0%0.10%
+3.0%
Q1 2019$308,000
+13.2%
4,5320.0%0.10%
+7.4%
Q4 2018$272,000
-14.7%
4,5320.0%0.09%
+6.8%
Q3 2018$319,000
+6.7%
4,5320.0%0.09%
+2.3%
Q2 2018$299,000
+3.5%
4,5320.0%0.09%
+1.2%
Q1 2018$289,000
-1.0%
4,5320.0%0.08%
-8.6%
Q4 2017$292,000
+5.8%
4,5320.0%0.09%
+1.1%
Q3 2017$276,0004,5320.09%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 2,128,850$101,865,47937.82%
HT Partners LLC 2,317,090$110,872,73632.74%
Socha Financial Group, LLC 906,165$43,359,99327.99%
Strid Group, LLC 2,432,841$116,411,43525.70%
MYECFO, LLC 671,898$32,150,32724.11%
Morton Brown Family Wealth, LLC 795,308$38,055,50222.69%
Members Advisory Group LLC 730,402$34,949,76522.58%
FREEDOM WEALTH ALLIANCE, LLC 262,221$12,547,28918.85%
Hanson & Doremus Investment Management 1,758,910$84,16418.71%
AGILIS PARTNERS LLC 857,026$41,00918.14%
View complete list of SCHWAB STRATEGIC TR shareholders