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 | $3,215,075 | -2.8% | 64,495 | +0.8% | 0.12% | -0.8% |
| Q2 2023 | $3,308,482 | +18.3% | 63,994 | +9.5% | 0.13% | +9.6% |
| Q1 2023 | $2,796,103 | +8.5% | 58,435 | +1.6% | 0.12% | 0.0% |
| Q4 2022 | $2,577,225 | -7.0% | 57,515 | -12.8% | 0.12% | -19.6% |
| Q3 2022 | $2,770,000 | -15.5% | 65,957 | -11.1% | 0.14% | -34.1% |
| Q2 2022 | $3,279,000 | -8.3% | 74,191 | +10.8% | 0.22% | +8.5% |
| Q1 2022 | $3,574,000 | -4.8% | 66,950 | +101.5% | 0.20% | +0.5% |
| Q4 2021 | $3,755,000 | +14.0% | 33,228 | +4.7% | 0.20% | +2.1% |
| Q3 2021 | $3,295,000 | -1.7% | 31,727 | -1.3% | 0.20% | -2.0% |
| Q2 2021 | $3,351,000 | -38.4% | 32,134 | -42.9% | 0.20% | -46.5% |
| Q1 2021 | $5,442,000 | +7.3% | 56,276 | +0.9% | 0.37% | -1.3% |
| Q4 2020 | $5,074,000 | +16.4% | 55,764 | +1.9% | 0.38% | -0.3% |
| Q3 2020 | $4,359,000 | +10.6% | 54,730 | +2.0% | 0.38% | -2.3% |
| Q2 2020 | $3,942,000 | +61.0% | 53,652 | +32.4% | 0.39% | +16.6% |
| Q1 2020 | $2,449,000 | +20.0% | 40,529 | +52.7% | 0.33% | +53.0% |
| Q4 2019 | $2,041,000 | +29.8% | 26,546 | +19.9% | 0.22% | +4.3% |
| Q3 2019 | $1,572,000 | +14.3% | 22,140 | +13.6% | 0.21% | +16.2% |
| Q2 2019 | $1,375,000 | +19.6% | 19,496 | +15.4% | 0.18% | +5.3% |
| Q1 2019 | $1,150,000 | +21.1% | 16,896 | +6.6% | 0.17% | -9.1% |
| Q4 2018 | $950,000 | -12.5% | 15,852 | +2.7% | 0.19% | +13.3% |
| Q3 2018 | $1,086,000 | +8.1% | 15,431 | +1.3% | 0.16% | -27.9% |
| Q2 2018 | $1,005,000 | +7.9% | 15,232 | +4.4% | 0.23% | -3.0% |
| Q1 2018 | $931,000 | +5.1% | 14,597 | +6.3% | 0.24% | -29.6% |
| Q4 2017 | $886,000 | – | 13,730 | – | 0.34% | – |
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% |