SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 770 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,009,653 | -15.4% | 40,314 | -12.2% | 0.04% | -5.3% |
| Q2 2023 | $2,375,149 | +7.6% | 45,941 | -0.4% | 0.04% | -2.6% |
| Q1 2023 | $2,206,746 | +2.9% | 46,118 | -3.7% | 0.04% | -4.9% |
| Q4 2022 | $2,144,920 | +8.9% | 47,867 | +2.1% | 0.04% | -2.4% |
| Q3 2022 | $1,969,000 | -5.8% | 46,881 | -0.9% | 0.04% | -12.5% |
| Q2 2022 | $2,090,000 | -21.2% | 47,288 | -4.8% | 0.05% | -7.7% |
| Q1 2022 | $2,653,000 | -8.1% | 49,689 | +94.5% | 0.05% | -8.8% |
| Q4 2021 | $2,887,000 | +20.5% | 25,542 | +10.7% | 0.06% | -1.7% |
| Q3 2021 | $2,396,000 | +9.5% | 23,066 | +9.9% | 0.06% | +5.5% |
| Q2 2021 | $2,188,000 | +4.6% | 20,985 | -3.0% | 0.06% | -6.8% |
| Q1 2021 | $2,091,000 | +6.6% | 21,624 | +0.3% | 0.06% | -7.8% |
| Q4 2020 | $1,961,000 | +14.3% | 21,551 | 0.0% | 0.06% | -4.5% |
| Q3 2020 | $1,716,000 | – | 21,551 | – | 0.07% | – |
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% |