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 | $483,146 | -3.6% | 9,692 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $501,076 | +8.0% | 9,692 | 0.0% | 0.06% | +3.5% |
| Q1 2023 | $463,762 | -9.3% | 9,692 | -15.1% | 0.06% | -12.3% |
| Q4 2022 | $511,461 | +6.8% | 11,414 | 0.0% | 0.06% | +6.6% |
| Q3 2022 | $479,000 | -18.4% | 11,414 | -14.1% | 0.06% | -4.7% |
| Q2 2022 | $587,000 | -84.7% | 13,290 | -81.5% | 0.06% | -82.8% |
| Q1 2022 | $3,842,000 | -8.2% | 71,967 | +94.3% | 0.37% | -2.9% |
| Q4 2021 | $4,186,000 | -36.4% | 37,044 | -41.5% | 0.38% | -39.7% |
| Q3 2021 | $6,577,000 | -0.4% | 63,321 | 0.0% | 0.64% | +0.3% |
| Q2 2021 | $6,602,000 | +3.0% | 63,321 | -4.4% | 0.64% | -1.2% |
| Q1 2021 | $6,408,000 | +6.3% | 66,261 | 0.0% | 0.64% | +2.4% |
| Q4 2020 | $6,029,000 | +14.3% | 66,261 | 0.0% | 0.63% | +4.7% |
| Q3 2020 | $5,277,000 | +9.1% | 66,261 | +0.6% | 0.60% | +1.9% |
| Q2 2020 | $4,839,000 | +678.0% | 65,862 | +539.7% | 0.59% | +601.2% |
| Q1 2020 | $622,000 | -59.8% | 10,295 | -48.8% | 0.08% | -54.3% |
| Q4 2019 | $1,547,000 | +8.3% | 20,118 | 0.0% | 0.18% | +4.5% |
| Q3 2019 | $1,429,000 | +1.3% | 20,118 | +0.6% | 0.18% | -9.7% |
| Q2 2019 | $1,410,000 | +38.0% | 19,995 | +33.1% | 0.20% | +33.6% |
| Q1 2019 | $1,022,000 | -20.5% | 15,025 | -29.9% | 0.15% | -26.6% |
| Q4 2018 | $1,285,000 | +18257.1% | 21,443 | +17192.7% | 0.20% | +19800.0% |
| Q4 2016 | $7,000 | +16.7% | 124 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $6,000 | 0.0% | 124 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | -53.8% | 124 | -54.2% | 0.00% | -50.0% |
| Q1 2016 | $13,000 | -91.7% | 271 | -91.5% | 0.00% | -89.5% |
| Q4 2015 | $156,000 | – | 3,188 | – | 0.02% | – |
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% |