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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,591,807 | +0.6% | 92,112 | +4.3% | 0.10% | +2.2% |
| Q2 2023 | $4,566,503 | +9.3% | 88,327 | +1.2% | 0.09% | +3.3% |
| Q1 2023 | $4,176,082 | +6.4% | 87,274 | -0.4% | 0.09% | -1.1% |
| Q4 2022 | $3,926,028 | +7.3% | 87,615 | +0.5% | 0.09% | +23.0% |
| Q3 2022 | $3,660,000 | -1.3% | 87,169 | +3.9% | 0.07% | +2.8% |
| Q2 2022 | $3,709,000 | -15.2% | 83,930 | +2.5% | 0.07% | -6.5% |
| Q1 2022 | $4,374,000 | -2.7% | 81,917 | +106.0% | 0.08% | 0.0% |
| Q4 2021 | $4,495,000 | +9.9% | 39,773 | +1.0% | 0.08% | +2.7% |
| Q3 2021 | $4,089,000 | +1.6% | 39,370 | +2.0% | 0.08% | +1.4% |
| Q2 2021 | $4,023,000 | +9.2% | 38,586 | +1.3% | 0.07% | +4.2% |
| Q1 2021 | $3,685,000 | +12.1% | 38,108 | +5.5% | 0.07% | +6.0% |
| Q4 2020 | $3,288,000 | +15.4% | 36,138 | +1.0% | 0.07% | +3.1% |
| Q3 2020 | $2,850,000 | +6.3% | 35,785 | -1.9% | 0.06% | +3.2% |
| Q2 2020 | $2,681,000 | +27.8% | 36,486 | +5.2% | 0.06% | +14.5% |
| Q1 2020 | $2,097,000 | -14.0% | 34,698 | +9.4% | 0.06% | +3.8% |
| Q4 2019 | $2,438,000 | +8.5% | 31,717 | +0.2% | 0.05% | +6.0% |
| Q3 2019 | $2,247,000 | +3.1% | 31,640 | +2.4% | 0.05% | +4.2% |
| Q2 2019 | $2,179,000 | +5.7% | 30,892 | +2.0% | 0.05% | +4.3% |
| Q1 2019 | $2,061,000 | +34.4% | 30,280 | +18.3% | 0.05% | +24.3% |
| Q4 2018 | $1,534,000 | -9.8% | 25,604 | +6.0% | 0.04% | 0.0% |
| Q3 2018 | $1,701,000 | +12.3% | 24,165 | +5.2% | 0.04% | +8.8% |
| Q2 2018 | $1,515,000 | +12.5% | 22,962 | +8.8% | 0.03% | +13.3% |
| Q1 2018 | $1,347,000 | +9.3% | 21,114 | +10.5% | 0.03% | +15.4% |
| Q4 2017 | $1,232,000 | – | 19,101 | – | 0.03% | – |
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% |