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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $308,000 | -5.5% | 5,770 | +100.0% | 0.10% | +68.4% |
| Q4 2021 | $326,000 | +8.7% | 2,885 | 0.0% | 0.06% | +35.7% |
| Q3 2021 | $300,000 | -0.3% | 2,885 | 0.0% | 0.04% | -4.5% |
| Q2 2021 | $301,000 | +7.9% | 2,885 | 0.0% | 0.04% | -12.0% |
| Q1 2021 | $279,000 | +6.1% | 2,885 | 0.0% | 0.05% | -7.4% |
| Q4 2020 | $263,000 | +14.3% | 2,885 | 0.0% | 0.05% | -8.5% |
| Q3 2020 | $230,000 | +8.5% | 2,885 | 0.0% | 0.06% | -16.9% |
| Q2 2020 | $212,000 | -4.5% | 2,885 | 0.0% | 0.07% | -2.7% |
| Q4 2019 | $222,000 | +8.3% | 2,885 | 0.0% | 0.07% | +49.0% |
| Q3 2019 | $205,000 | +1.0% | 2,885 | 0.0% | 0.05% | +2.1% |
| Q2 2019 | $203,000 | 0.0% | 2,885 | 0.0% | 0.05% | +6.7% |
| Q3 2018 | $203,000 | – | 2,885 | – | 0.04% | – |
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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% |