SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $598,125 | -0.6% | 11,999 | +3.1% | 0.56% | +22.1% |
| Q2 2023 | $601,490 | +8.9% | 11,634 | +0.8% | 0.46% | -3.4% |
| Q1 2023 | $552,170 | +6.6% | 11,540 | -0.1% | 0.47% | -4.8% |
| Q4 2022 | $517,853 | -11.3% | 11,557 | -16.8% | 0.50% | -16.9% |
| Q3 2022 | $584,000 | -4.1% | 13,898 | +0.8% | 0.60% | +0.8% |
| Q2 2022 | $609,000 | -27.2% | 13,791 | -12.0% | 0.59% | -13.4% |
| Q1 2022 | $837,000 | -5.1% | 15,672 | +100.9% | 0.68% | -2.6% |
| Q4 2021 | $882,000 | +5.5% | 7,802 | -3.0% | 0.70% | -1.7% |
| Q3 2021 | $836,000 | +16.1% | 8,046 | +16.5% | 0.72% | +16.8% |
| Q2 2021 | $720,000 | +8.3% | 6,905 | +0.4% | 0.61% | +1.3% |
| Q1 2021 | $665,000 | +9.9% | 6,875 | +3.4% | 0.60% | +2.5% |
| Q4 2020 | $605,000 | – | 6,650 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |