SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 742 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.65 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $0 | -100.0% | 10 | -9.1% | 0.00% | -100.0% |
Q1 2022 | $1,000 | 0.0% | 11 | +83.3% | 0.00% | 0.0% |
Q4 2021 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $1,000 | -85.7% | 6 | -91.8% | 0.00% | -83.3% |
Q4 2020 | $7,000 | +16.7% | 73 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $6,000 | -53.8% | 73 | -57.8% | 0.01% | -50.0% |
Q2 2020 | $13,000 | +30.0% | 173 | 0.0% | 0.01% | +20.0% |
Q1 2020 | $10,000 | -23.1% | 173 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $13,000 | +8.3% | 173 | +0.6% | 0.01% | 0.0% |
Q3 2019 | $12,000 | 0.0% | 172 | 0.0% | 0.01% | +11.1% |
Q2 2019 | $12,000 | 0.0% | 172 | 0.0% | 0.01% | -10.0% |
Q1 2019 | $12,000 | +20.0% | 172 | 0.0% | 0.01% | +11.1% |
Q4 2018 | $10,000 | -16.7% | 172 | +3.0% | 0.01% | 0.0% |
Q3 2018 | $12,000 | +9.1% | 167 | 0.0% | 0.01% | +12.5% |
Q2 2018 | $11,000 | 0.0% | 167 | 0.0% | 0.01% | -11.1% |
Q1 2018 | $11,000 | 0.0% | 167 | 0.0% | 0.01% | +12.5% |
Q4 2017 | $11,000 | – | 167 | – | 0.01% | – |
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% |