SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,727,777 | -42.8% | 155,021 | -40.6% | 1.31% | -32.1% |
| Q2 2023 | $13,500,297 | +31.8% | 261,128 | +21.9% | 1.93% | +29.7% |
| Q1 2023 | $10,246,724 | +4.0% | 214,143 | -2.6% | 1.49% | +0.8% |
| Q4 2022 | $9,855,897 | +3.7% | 219,949 | -2.8% | 1.48% | +2.9% |
| Q3 2022 | $9,503,000 | -17.6% | 226,314 | -13.3% | 1.43% | -7.8% |
| Q2 2022 | $11,528,000 | -28.3% | 260,881 | -13.4% | 1.56% | -35.6% |
| Q1 2022 | $16,081,000 | -18.9% | 301,205 | +71.8% | 2.41% | -26.5% |
| Q4 2021 | $19,818,000 | +19.9% | 175,364 | +10.2% | 3.29% | +12.0% |
| Q3 2021 | $16,534,000 | -8.6% | 159,192 | -8.2% | 2.94% | -9.3% |
| Q2 2021 | $18,084,000 | +6.7% | 173,434 | -1.0% | 3.24% | -4.0% |
| Q1 2021 | $16,943,000 | +2.8% | 175,197 | -3.3% | 3.37% | -2.7% |
| Q4 2020 | $16,484,000 | +30.0% | 181,167 | +13.7% | 3.47% | +19.8% |
| Q3 2020 | $12,684,000 | +5.6% | 159,272 | -2.6% | 2.89% | -14.9% |
| Q2 2020 | $12,012,000 | +3.2% | 163,494 | -15.2% | 3.40% | +50.5% |
| Q1 2020 | $11,645,000 | -55.8% | 192,700 | -43.8% | 2.26% | -55.4% |
| Q4 2019 | $26,341,000 | +13.0% | 342,631 | +4.4% | 5.07% | -0.3% |
| Q3 2019 | $23,309,000 | +5.6% | 328,209 | +4.9% | 5.08% | -4.4% |
| Q2 2019 | $22,071,000 | -15.4% | 312,924 | -18.3% | 5.32% | -7.2% |
| Q1 2019 | $26,074,000 | +44.8% | 383,166 | +27.5% | 5.73% | +26.8% |
| Q4 2018 | $18,008,000 | +3168.2% | 300,479 | +3736.1% | 4.52% | +2796.2% |
| Q3 2018 | $551,000 | – | 7,833 | – | 0.16% | – |
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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% |