SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $960,277 | -5.0% | 19,263 | -1.5% | 0.20% | +0.5% |
| Q2 2023 | $1,010,597 | +7.7% | 19,547 | -0.3% | 0.20% | +3.2% |
| Q1 2023 | $938,319 | +6.8% | 19,610 | +0.0% | 0.19% | +5.6% |
| Q4 2022 | $878,536 | +5.6% | 19,606 | -1.1% | 0.18% | +8.5% |
| Q3 2022 | $832,000 | -4.8% | 19,818 | +0.2% | 0.16% | -2.9% |
| Q2 2022 | $874,000 | -16.6% | 19,774 | +0.7% | 0.17% | -3.4% |
| Q1 2022 | $1,048,000 | -5.5% | 19,637 | +100.0% | 0.18% | -11.1% |
| Q4 2021 | $1,109,000 | +10.9% | 9,817 | +1.9% | 0.20% | +2.1% |
| Q3 2021 | $1,000,000 | -0.4% | 9,630 | +0.0% | 0.19% | +4.3% |
| Q2 2021 | $1,004,000 | -2.6% | 9,629 | -9.7% | 0.19% | -9.7% |
| Q1 2021 | $1,031,000 | +6.3% | 10,659 | 0.0% | 0.21% | -3.7% |
| Q4 2020 | $970,000 | -8.8% | 10,659 | -20.2% | 0.21% | -18.0% |
| Q3 2020 | $1,064,000 | +8.8% | 13,360 | +0.4% | 0.26% | +1.6% |
| Q2 2020 | $978,000 | +35.8% | 13,309 | +11.8% | 0.26% | +17.4% |
| Q1 2020 | $720,000 | -24.4% | 11,909 | -3.9% | 0.22% | -6.4% |
| Q4 2019 | $952,000 | +8.3% | 12,387 | +0.0% | 0.23% | -2.5% |
| Q3 2019 | $879,000 | +1.9% | 12,381 | +1.2% | 0.24% | 0.0% |
| Q2 2019 | $863,000 | +6.4% | 12,231 | +2.6% | 0.24% | +4.8% |
| Q1 2019 | $811,000 | +26.7% | 11,923 | +11.6% | 0.23% | +10.6% |
| Q4 2018 | $640,000 | – | 10,679 | – | 0.21% | – |
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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% |