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 2023 | $376,635 | +26.3% | 7,285 | +16.9% | 0.20% | +11.4% |
| Q1 2023 | $298,249 | -45.3% | 6,233 | -38.9% | 0.18% | -43.0% |
| Q1 2022 | $545,000 | -33.0% | 10,200 | +41.8% | 0.32% | -29.9% |
| Q4 2021 | $813,000 | +18.0% | 7,195 | +8.4% | 0.46% | +13.3% |
| Q3 2021 | $689,000 | -3.9% | 6,635 | -3.4% | 0.41% | +0.7% |
| Q2 2021 | $717,000 | +87.7% | 6,872 | +74.1% | 0.40% | +81.2% |
| Q1 2021 | $382,000 | -5.0% | 3,948 | -10.6% | 0.22% | -5.9% |
| Q4 2020 | $402,000 | – | 4,414 | – | 0.24% | – |
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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% |