SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 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 2023 | $477,136 | -71.9% | 9,571 | -70.9% | 0.25% | -64.7% |
| Q2 2023 | $1,699,327 | +357.9% | 32,869 | +323.8% | 0.72% | +278.4% |
| Q1 2023 | $371,097 | +13.3% | 7,755 | +6.1% | 0.19% | +3.3% |
| Q4 2022 | $327,525 | +95.0% | 7,309 | +83.0% | 0.18% | +76.9% |
| Q3 2022 | $168,000 | +37.7% | 3,994 | +46.5% | 0.10% | +42.5% |
| Q2 2022 | $122,000 | +24.5% | 2,727 | +48.2% | 0.07% | +25.9% |
| Q1 2022 | $98,000 | -5.8% | 1,840 | +100.0% | 0.06% | -6.5% |
| Q4 2021 | $104,000 | +8.3% | 920 | 0.0% | 0.06% | -8.8% |
| Q2 2021 | $96,000 | +464.7% | 920 | +277.0% | 0.07% | +257.9% |
| Q2 2019 | $17,000 | – | 244 | – | 0.02% | – |
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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% |