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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,007,768 | -3.6% | 20,216 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $1,045,166 | +28.4% | 20,216 | +18.8% | 0.01% | +25.0% |
Q1 2023 | $814,072 | +6.8% | 17,013 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $762,354 | +6.6% | 17,013 | -0.0% | 0.00% | 0.0% |
Q3 2022 | $715,000 | -4.9% | 17,017 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $752,000 | -17.3% | 17,017 | -0.1% | 0.00% | 0.0% |
Q1 2022 | $909,000 | -7.8% | 17,026 | +95.1% | 0.00% | 0.0% |
Q4 2021 | $986,000 | +12.0% | 8,728 | +3.0% | 0.00% | 0.0% |
Q3 2021 | $880,000 | -5.7% | 8,472 | -5.3% | 0.00% | 0.0% |
Q2 2021 | $933,000 | -47.2% | 8,947 | -51.0% | 0.00% | 0.0% |
Q1 2021 | $1,766,000 | +318.5% | 18,264 | +293.6% | 0.00% | +100.0% |
Q4 2020 | $422,000 | +12.5% | 4,640 | -1.4% | 0.00% | 0.0% |
Q3 2020 | $375,000 | 0.0% | 4,705 | -7.8% | 0.00% | 0.0% |
Q2 2020 | $375,000 | -94.7% | 5,103 | -95.6% | 0.00% | -95.7% |
Q1 2020 | $7,055,000 | +2864.3% | 116,751 | +2886.7% | 0.05% | +4600.0% |
Q3 2017 | $238,000 | – | 3,909 | – | 0.00% | – |
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% |