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 | $3,180,888 | -6.7% | 63,809 | -3.2% | 0.98% | -4.0% |
| Q2 2023 | $3,409,366 | -7.8% | 65,945 | -14.7% | 1.02% | -13.2% |
| Q1 2023 | $3,697,474 | +6.5% | 77,272 | -0.3% | 1.18% | -2.0% |
| Q4 2022 | $3,473,210 | +0.6% | 77,510 | -5.7% | 1.20% | -9.6% |
| Q3 2022 | $3,452,000 | -5.9% | 82,214 | -0.9% | 1.33% | -1.3% |
| Q2 2022 | $3,668,000 | -19.5% | 82,994 | -2.7% | 1.35% | -0.5% |
| Q1 2022 | $4,556,000 | -4.7% | 85,337 | +101.7% | 1.35% | -2.6% |
| Q4 2021 | $4,782,000 | +8.4% | 42,311 | -0.4% | 1.39% | -1.1% |
| Q3 2021 | $4,413,000 | -1.2% | 42,492 | -0.8% | 1.40% | -0.6% |
| Q2 2021 | $4,465,000 | +1.2% | 42,825 | -6.1% | 1.41% | -4.7% |
| Q1 2021 | $4,413,000 | +6.1% | 45,629 | -0.2% | 1.48% | -3.7% |
| Q4 2020 | $4,160,000 | +11.2% | 45,718 | -2.7% | 1.54% | -2.2% |
| Q3 2020 | $3,740,000 | +5.6% | 46,964 | -2.6% | 1.57% | -10.3% |
| Q2 2020 | $3,542,000 | +44.7% | 48,211 | +19.0% | 1.75% | +14.1% |
| Q1 2020 | $2,448,000 | -1.6% | 40,504 | +25.2% | 1.54% | +11.0% |
| Q4 2019 | $2,487,000 | +19.6% | 32,347 | +10.5% | 1.38% | +13.2% |
| Q3 2019 | $2,080,000 | +7.2% | 29,281 | +6.4% | 1.22% | +5.3% |
| Q2 2019 | $1,941,000 | +39.2% | 27,515 | +34.4% | 1.16% | +35.8% |
| Q1 2019 | $1,394,000 | +7.3% | 20,478 | -5.5% | 0.86% | -4.4% |
| Q4 2018 | $1,299,000 | +51.6% | 21,668 | +77.9% | 0.89% | +57.4% |
| Q3 2018 | $857,000 | +6.7% | 12,177 | +0.0% | 0.57% | -1.4% |
| Q2 2018 | $803,000 | +3.5% | 12,171 | +0.1% | 0.58% | -0.5% |
| Q1 2018 | $776,000 | +49.8% | 12,164 | +51.6% | 0.58% | +44.0% |
| Q4 2017 | $518,000 | +21.9% | 8,022 | +15.0% | 0.40% | +14.2% |
| Q3 2017 | $425,000 | +6.0% | 6,978 | +1.6% | 0.35% | -10.2% |
| Q2 2017 | $401,000 | +17.6% | 6,867 | +15.0% | 0.39% | +13.0% |
| Q1 2017 | $341,000 | +32.2% | 5,969 | +25.3% | 0.35% | +18.8% |
| Q4 2016 | $258,000 | – | 4,762 | – | 0.29% | – |
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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% |