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 | $433,169 | -16.9% | 8,689 | -13.8% | 0.02% | -25.9% |
| Q2 2023 | $521,180 | +6.0% | 10,081 | -1.9% | 0.03% | -6.9% |
| Q1 2023 | $491,619 | +4.8% | 10,274 | -1.9% | 0.03% | -9.4% |
| Q4 2022 | $469,207 | -8.9% | 10,471 | -14.6% | 0.03% | -17.9% |
| Q3 2022 | $515,000 | -56.4% | 12,258 | -54.2% | 0.04% | -57.1% |
| Q2 2022 | $1,182,000 | -15.8% | 26,738 | +1.7% | 0.09% | -7.1% |
| Q1 2022 | $1,404,000 | -7.6% | 26,298 | +95.5% | 0.10% | -10.1% |
| Q4 2021 | $1,520,000 | +11.0% | 13,454 | +2.1% | 0.11% | +5.8% |
| Q3 2021 | $1,369,000 | +9.4% | 13,180 | +9.9% | 0.10% | +4.0% |
| Q2 2021 | $1,251,000 | -1.7% | 11,998 | -8.8% | 0.10% | -16.1% |
| Q1 2021 | $1,272,000 | -4.6% | 13,158 | -10.2% | 0.12% | -5.6% |
| Q4 2020 | $1,333,000 | +13.6% | 14,648 | -0.6% | 0.12% | -6.0% |
| Q3 2020 | $1,173,000 | +28.1% | 14,730 | +18.2% | 0.13% | +7.3% |
| Q2 2020 | $916,000 | +33.3% | 12,466 | +9.6% | 0.12% | -0.8% |
| Q1 2020 | $687,000 | -35.6% | 11,377 | -17.9% | 0.12% | -13.8% |
| Q4 2019 | $1,066,000 | +3.5% | 13,864 | -4.4% | 0.14% | -9.4% |
| Q3 2019 | $1,030,000 | +8.2% | 14,504 | +7.5% | 0.16% | +4.6% |
| Q2 2019 | $952,000 | +23.3% | 13,494 | +18.9% | 0.15% | +4.8% |
| Q1 2019 | $772,000 | -9.6% | 11,350 | -14.8% | 0.15% | -19.3% |
| Q4 2018 | $854,000 | +44.3% | 13,320 | +58.4% | 0.18% | +47.2% |
| Q3 2018 | $592,000 | +42.3% | 8,410 | +33.3% | 0.12% | +30.9% |
| Q2 2018 | $416,000 | – | 6,308 | – | 0.09% | – |
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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% |