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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $150,000 | -5.1% | 3,399 | +14.5% | 0.03% | +7.1% |
| Q1 2022 | $158,000 | +11.3% | 2,968 | +136.7% | 0.03% | +16.7% |
| Q4 2021 | $142,000 | +56.0% | 1,254 | +25.4% | 0.02% | +4.3% |
| Q4 2020 | $91,000 | +13.8% | 1,000 | 0.0% | 0.02% | -11.5% |
| Q3 2020 | $80,000 | +5.3% | 1,000 | -3.0% | 0.03% | -10.3% |
| Q2 2020 | $76,000 | +26.7% | 1,031 | +3.1% | 0.03% | +7.4% |
| Q1 2020 | $60,000 | -22.1% | 1,000 | 0.0% | 0.03% | -6.9% |
| Q4 2019 | $77,000 | +8.5% | 1,000 | 0.0% | 0.03% | -9.4% |
| Q3 2019 | $71,000 | 0.0% | 1,000 | 0.0% | 0.03% | +3.2% |
| Q2 2019 | $71,000 | – | 1,000 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |