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 | $2,110 | +4.6% | 42,333 | +8.5% | 0.01% | +14.3% |
| Q2 2023 | $2,017 | +16.0% | 39,023 | +7.4% | 0.01% | 0.0% |
| Q1 2023 | $1,739 | +6.0% | 36,336 | -0.7% | 0.01% | +16.7% |
| Q4 2022 | $1,640 | -99.8% | 36,595 | +78.5% | 0.01% | +50.0% |
| Q3 2022 | $861,000 | -9.0% | 20,502 | -3.2% | 0.00% | 0.0% |
| Q2 2022 | $946,000 | -21.4% | 21,174 | -6.1% | 0.00% | -20.0% |
| Q1 2022 | $1,203,000 | -2.4% | 22,539 | +106.8% | 0.01% | 0.0% |
| Q4 2021 | $1,232,000 | +72.8% | 10,901 | +58.7% | 0.01% | +66.7% |
| Q3 2021 | $713,000 | +53.0% | 6,869 | +53.8% | 0.00% | +50.0% |
| Q2 2021 | $466,000 | – | 4,465 | – | 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% |