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 | $198 | -2.9% | 3,967 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $204 | +7.9% | 3,954 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $189 | +6.2% | 3,940 | -0.9% | 0.01% | 0.0% |
| Q4 2022 | $178 | -99.9% | 3,975 | +0.4% | 0.01% | 0.0% |
| Q3 2022 | $166,000 | -4.6% | 3,959 | +0.4% | 0.01% | -8.3% |
| Q2 2022 | $174,000 | -17.1% | 3,943 | +0.4% | 0.01% | -7.7% |
| Q1 2022 | $210,000 | -13.2% | 3,929 | +83.7% | 0.01% | -13.3% |
| Q4 2021 | $242,000 | +9.5% | 2,139 | +0.3% | 0.02% | 0.0% |
| Q3 2021 | $221,000 | -5.6% | 2,132 | -5.1% | 0.02% | -6.2% |
| Q2 2021 | $234,000 | +7.8% | 2,246 | +0.3% | 0.02% | +6.7% |
| Q1 2021 | $217,000 | +6.9% | 2,240 | +0.3% | 0.02% | -16.7% |
| Q4 2020 | $203,000 | +14.7% | 2,234 | +0.4% | 0.02% | +5.9% |
| Q3 2020 | $177,000 | +9.3% | 2,225 | +1.0% | 0.02% | 0.0% |
| Q2 2020 | $162,000 | +21.8% | 2,204 | +0.5% | 0.02% | +6.2% |
| Q1 2020 | $133,000 | -36.1% | 2,192 | -18.8% | 0.02% | -23.8% |
| Q4 2019 | $208,000 | +17.5% | 2,700 | +7.8% | 0.02% | +10.5% |
| Q3 2019 | $177,000 | +7.3% | 2,504 | +7.1% | 0.02% | +5.6% |
| Q2 2019 | $165,000 | +28.9% | 2,337 | +24.2% | 0.02% | +20.0% |
| Q1 2019 | $128,000 | +6300.0% | 1,881 | +6617.9% | 0.02% | – |
| Q1 2018 | $2,000 | – | 28 | – | 0.00% | – |
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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% |