SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 776 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $329,352 | -38.2% | 6,883 | -42.1% | 0.02% | -37.0% |
Q4 2022 | $532,587 | +84.9% | 11,885 | +73.3% | 0.03% | +58.8% |
Q3 2022 | $288,000 | -5.0% | 6,857 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $303,000 | -57.7% | 6,857 | -48.9% | 0.02% | -50.0% |
Q1 2022 | $716,000 | -6.4% | 13,420 | +98.3% | 0.03% | -8.1% |
Q4 2021 | $765,000 | +7.9% | 6,768 | -0.8% | 0.04% | 0.0% |
Q3 2021 | $709,000 | -17.2% | 6,822 | -16.9% | 0.04% | -15.9% |
Q2 2021 | $856,000 | +2.4% | 8,209 | -5.0% | 0.04% | -2.2% |
Q1 2021 | $836,000 | +33.3% | 8,642 | +25.4% | 0.04% | +21.6% |
Q4 2020 | $627,000 | +6.8% | 6,894 | -6.5% | 0.04% | -7.5% |
Q3 2020 | $587,000 | +34.6% | 7,370 | +24.3% | 0.04% | +25.0% |
Q2 2020 | $436,000 | -4.6% | 5,928 | -21.6% | 0.03% | -20.0% |
Q1 2020 | $457,000 | +51.3% | 7,559 | +92.7% | 0.04% | +100.0% |
Q4 2019 | $302,000 | +20.8% | 3,922 | +11.4% | 0.02% | 0.0% |
Q3 2019 | $250,000 | +1.6% | 3,520 | +0.8% | 0.02% | 0.0% |
Q2 2019 | $246,000 | – | 3,491 | – | 0.02% | – |
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% |