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 | $394,718 | -0.5% | 7,915 | +3.2% | 0.02% | 0.0% |
| Q2 2023 | $396,564 | +6.0% | 7,669 | -1.9% | 0.02% | 0.0% |
| Q1 2023 | $374,292 | -0.1% | 7,821 | -6.4% | 0.02% | -21.1% |
| Q4 2022 | $374,617 | -12.5% | 8,360 | -18.0% | 0.02% | -13.6% |
| Q3 2022 | $428,000 | -5.7% | 10,194 | -0.7% | 0.02% | -4.3% |
| Q2 2022 | $454,000 | -17.5% | 10,271 | -0.2% | 0.02% | 0.0% |
| Q1 2022 | $550,000 | -5.5% | 10,292 | +100.1% | 0.02% | -8.0% |
| Q4 2021 | $582,000 | +9.8% | 5,144 | +0.7% | 0.02% | -3.8% |
| Q3 2021 | $530,000 | +1.0% | 5,106 | +1.4% | 0.03% | 0.0% |
| Q2 2021 | $525,000 | +24.4% | 5,036 | +15.2% | 0.03% | +4.0% |
| Q1 2021 | $422,000 | +14.4% | 4,373 | +7.8% | 0.02% | 0.0% |
| Q4 2020 | $369,000 | +25.5% | 4,058 | +1.4% | 0.02% | -3.8% |
| Q2 2020 | $294,000 | -7.5% | 4,000 | -24.0% | 0.03% | -23.5% |
| Q1 2020 | $318,000 | +0.6% | 5,262 | +28.2% | 0.03% | +41.7% |
| Q4 2019 | $316,000 | +10.5% | 4,105 | +2.1% | 0.02% | -17.2% |
| Q3 2019 | $286,000 | +5.5% | 4,021 | +6.0% | 0.03% | -3.3% |
| Q2 2019 | $271,000 | – | 3,793 | – | 0.03% | – |
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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% |