SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 777 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,226,525 | +2.2% | 35,415 | -0.7% | 0.24% | -5.9% |
Q1 2024 | $2,178,274 | +10.8% | 35,680 | +1.1% | 0.25% | +4.1% |
Q4 2023 | $1,965,569 | +19.4% | 35,308 | +6.9% | 0.24% | +7.0% |
Q3 2023 | $1,645,841 | +10.8% | 33,016 | +14.9% | 0.23% | +12.4% |
Q2 2023 | $1,485,114 | +8.0% | 28,726 | +0.0% | 0.20% | +6.9% |
Q1 2023 | $1,374,472 | +12.5% | 28,725 | +5.3% | 0.19% | +6.2% |
Q4 2022 | $1,221,827 | +1.0% | 27,267 | -5.4% | 0.18% | -6.8% |
Q3 2022 | $1,210,000 | -5.4% | 28,812 | -0.4% | 0.19% | -1.0% |
Q2 2022 | $1,279,000 | -22.3% | 28,937 | -6.2% | 0.19% | -13.8% |
Q1 2022 | $1,647,000 | -6.7% | 30,850 | +97.4% | 0.22% | -5.1% |
Q4 2021 | $1,766,000 | +11.3% | 15,628 | +2.3% | 0.24% | 0.0% |
Q3 2021 | $1,586,000 | -1.1% | 15,273 | -0.6% | 0.24% | -2.9% |
Q2 2021 | $1,603,000 | +24.9% | 15,370 | +15.8% | 0.24% | +12.0% |
Q1 2021 | $1,283,000 | +17.3% | 13,270 | +10.3% | 0.22% | +1.9% |
Q4 2020 | $1,094,000 | +30.1% | 12,028 | +13.9% | 0.21% | +4.9% |
Q3 2020 | $841,000 | +55.2% | 10,557 | +43.2% | 0.20% | +13.4% |
Q2 2020 | $542,000 | +22.3% | 7,371 | +9.9% | 0.18% | +14.0% |
Q1 2020 | $443,000 | +33.0% | 6,710 | +56.9% | 0.16% | +58.6% |
Q4 2019 | $333,000 | +16.0% | 4,276 | +5.7% | 0.10% | -2.9% |
Q3 2019 | $287,000 | +421.8% | 4,045 | +261.8% | 0.10% | +264.3% |
Q4 2015 | $55,000 | – | 1,118 | – | 0.03% | – |
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% |