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 | $619,137 | +14.5% | 12,420 | +18.7% | 0.02% | +14.3% |
Q2 2023 | $540,937 | +129.2% | 10,463 | +112.1% | 0.01% | +133.3% |
Q1 2023 | $235,996 | -48.0% | 4,932 | -42.0% | 0.01% | -71.4% |
Q1 2022 | $454,000 | +62.1% | 8,499 | +242.4% | 0.02% | +23.5% |
Q4 2021 | $280,000 | +40.0% | 2,482 | +20.3% | 0.02% | -5.6% |
Q1 2021 | $200,000 | -86.3% | 2,063 | -88.8% | 0.02% | -80.9% |
Q3 2020 | $1,465,000 | +16.7% | 18,390 | +7.7% | 0.09% | +8.0% |
Q2 2020 | $1,255,000 | -53.3% | 17,079 | -61.6% | 0.09% | -55.4% |
Q1 2020 | $2,685,000 | +612.2% | 44,426 | +806.7% | 0.20% | +786.4% |
Q4 2019 | $377,000 | – | 4,900 | – | 0.02% | – |
Download |
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% |