SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 889 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $457,190 | +3.0% | 7,272 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $443,957 | +9.7% | 7,272 | 0.0% | 0.02% | 0.0% |
| Q4 2023 | $404,833 | +11.7% | 7,272 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $362,509 | -3.6% | 7,272 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $375,962 | +8.0% | 7,272 | 0.0% | 0.02% | -9.1% |
| Q1 2023 | $347,965 | +6.8% | 7,272 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $325,859 | -54.7% | 7,272 | -57.6% | 0.02% | -57.7% |
| Q3 2022 | $720,000 | -12.7% | 17,137 | -8.2% | 0.05% | -8.8% |
| Q2 2022 | $825,000 | -17.3% | 18,672 | 0.0% | 0.06% | -6.6% |
| Q1 2022 | $997,000 | -3.9% | 18,672 | +103.4% | 0.06% | 0.0% |
| Q4 2021 | $1,038,000 | +5.4% | 9,181 | -3.2% | 0.06% | -3.2% |
| Q3 2021 | $985,000 | 0.0% | 9,481 | +0.3% | 0.06% | -3.1% |
| Q2 2021 | $985,000 | -24.4% | 9,451 | -29.8% | 0.06% | -29.3% |
| Q1 2021 | $1,303,000 | +4.0% | 13,470 | -2.2% | 0.09% | -5.2% |
| Q4 2020 | $1,253,000 | +132.5% | 13,771 | +103.4% | 0.10% | +106.4% |
| Q3 2020 | $539,000 | +8.5% | 6,771 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $497,000 | +16.9% | 6,771 | -3.8% | 0.05% | -2.1% |
| Q1 2020 | $425,000 | -21.4% | 7,040 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $541,000 | +5.0% | 7,040 | -3.0% | 0.05% | -4.0% |
| Q3 2019 | $515,000 | +0.6% | 7,257 | 0.0% | 0.05% | -3.8% |
| Q2 2019 | $512,000 | +3.6% | 7,257 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $494,000 | +13.6% | 7,257 | 0.0% | 0.05% | +2.0% |
| Q4 2018 | $435,000 | -14.9% | 7,257 | 0.0% | 0.05% | -13.6% |
| Q3 2018 | $511,000 | -46.5% | 7,257 | -50.0% | 0.06% | -3.3% |
| Q2 2018 | $956,000 | – | 14,514 | – | 0.06% | – |
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% |