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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $806,000 | -2.8% | 19,112 | +6.7% | 1.53% | +7.4% |
| Q2 2022 | $829,000 | -32.7% | 17,915 | -19.2% | 1.42% | +44.4% |
| Q1 2022 | $1,232,000 | -3.7% | 22,167 | +96.4% | 0.99% | +2.4% |
| Q4 2021 | $1,279,000 | +3.1% | 11,285 | -3.6% | 0.96% | -6.4% |
| Q3 2021 | $1,241,000 | +4.1% | 11,703 | +2.0% | 1.03% | +15.7% |
| Q2 2021 | $1,192,000 | +36.9% | 11,478 | +107.1% | 0.89% | +30.2% |
| Q1 2021 | $871,000 | +5.1% | 5,543 | -39.6% | 0.68% | +2.9% |
| Q4 2020 | $829,000 | – | 9,172 | – | 0.66% | – |
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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% |