SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,796,790 | -3.9% | 76,164 | -0.4% | 1.24% | +1.9% |
| Q2 2023 | $3,951,610 | +5.0% | 76,433 | -2.8% | 1.22% | +7.0% |
| Q1 2023 | $3,763,939 | +4.1% | 78,661 | -1.2% | 1.14% | +26.9% |
| Q4 2022 | $3,617,387 | +8.2% | 79,590 | +1.6% | 0.90% | -0.7% |
| Q3 2022 | $3,344,000 | -0.7% | 78,323 | +2.8% | 0.90% | +3.1% |
| Q2 2022 | $3,366,000 | -6.3% | 76,163 | -0.1% | 0.88% | -6.3% |
| Q1 2022 | $3,592,000 | -17.6% | 76,243 | +97.7% | 0.94% | -7.4% |
| Q4 2021 | $4,359,000 | +0.6% | 38,574 | -7.6% | 1.01% | +7.6% |
| Q3 2021 | $4,335,000 | -6.6% | 41,735 | -3.2% | 0.94% | +0.8% |
| Q2 2021 | $4,643,000 | +0.2% | 43,102 | -6.2% | 0.93% | +1.6% |
| Q1 2021 | $4,634,000 | +6.7% | 45,938 | -3.8% | 0.92% | -1.3% |
| Q4 2020 | $4,344,000 | +4.2% | 47,741 | -1.8% | 0.93% | +0.3% |
| Q3 2020 | $4,170,000 | -5.5% | 48,634 | -11.5% | 0.93% | +0.8% |
| Q2 2020 | $4,415,000 | -24.7% | 54,945 | -43.3% | 0.92% | -30.5% |
| Q1 2020 | $5,860,000 | – | 96,964 | – | 1.32% | – |
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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% |