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 | $228,064 | -7.5% | 4,575 | -4.0% | 0.00% | 0.0% |
| Q2 2023 | $246,454 | +8.0% | 4,767 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $228,101 | +7.2% | 4,767 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $212,848 | +8.0% | 4,750 | +1.1% | 0.00% | 0.0% |
| Q3 2022 | $197,000 | -5.3% | 4,697 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $208,000 | -21.5% | 4,697 | -5.4% | 0.00% | 0.0% |
| Q1 2022 | $265,000 | -4.7% | 4,966 | +101.9% | 0.00% | -20.0% |
| Q4 2021 | $278,000 | +9.0% | 2,460 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $255,000 | 0.0% | 2,460 | +0.7% | 0.01% | 0.0% |
| Q2 2021 | $255,000 | +8.1% | 2,443 | 0.0% | 0.01% | +25.0% |
| Q1 2021 | $236,000 | +4.4% | 2,443 | -1.6% | 0.00% | -20.0% |
| Q4 2020 | $226,000 | +7.6% | 2,482 | -5.9% | 0.01% | -16.7% |
| Q3 2020 | $210,000 | +9.9% | 2,638 | +1.3% | 0.01% | +20.0% |
| Q2 2020 | $191,000 | +11.0% | 2,603 | -8.3% | 0.01% | -16.7% |
| Q1 2020 | $172,000 | -21.1% | 2,838 | +0.3% | 0.01% | 0.0% |
| Q4 2019 | $218,000 | +11.2% | 2,830 | +2.2% | 0.01% | 0.0% |
| Q3 2019 | $196,000 | -4.9% | 2,768 | -8.7% | 0.01% | -14.3% |
| Q1 2019 | $206,000 | -5.9% | 3,031 | -2.6% | 0.01% | -12.5% |
| Q3 2018 | $219,000 | +6.8% | 3,113 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $205,000 | -1.4% | 3,113 | -4.6% | 0.01% | 0.0% |
| Q1 2018 | $208,000 | -0.5% | 3,263 | +0.6% | 0.01% | 0.0% |
| Q4 2017 | $209,000 | -7.1% | 3,242 | -15.9% | 0.01% | -20.0% |
| Q2 2017 | $225,000 | -5.5% | 3,856 | -7.7% | 0.01% | -9.1% |
| Q1 2017 | $238,000 | +7.7% | 4,176 | +2.4% | 0.01% | 0.0% |
| Q4 2016 | $221,000 | +5.7% | 4,079 | +2.0% | 0.01% | +10.0% |
| Q3 2016 | $209,000 | – | 3,999 | – | 0.01% | – |
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% |