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 | $292,796 | -3.2% | 5,874 | +0.4% | 0.05% | -2.1% |
| Q2 2023 | $302,515 | +8.4% | 5,851 | +0.4% | 0.05% | 0.0% |
| Q1 2023 | $278,966 | +6.8% | 5,830 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $261,242 | +6.6% | 5,830 | 0.0% | 0.05% | -2.1% |
| Q3 2022 | $245,000 | -5.0% | 5,830 | 0.0% | 0.05% | -4.0% |
| Q2 2022 | $258,000 | -17.3% | 5,830 | 0.0% | 0.05% | -10.7% |
| Q1 2022 | $312,000 | -5.5% | 5,830 | +100.0% | 0.06% | -1.8% |
| Q4 2021 | $330,000 | +8.9% | 2,915 | 0.0% | 0.06% | -3.4% |
| Q3 2021 | $303,000 | -0.3% | 2,915 | 0.0% | 0.06% | +1.7% |
| Q2 2021 | $304,000 | +7.4% | 2,915 | -0.3% | 0.06% | -7.9% |
| Q1 2021 | $283,000 | +6.4% | 2,924 | -0.1% | 0.06% | +3.3% |
| Q4 2020 | $266,000 | +14.2% | 2,927 | 0.0% | 0.06% | +10.9% |
| Q3 2020 | $233,000 | +9.4% | 2,927 | +0.8% | 0.06% | -5.2% |
| Q2 2020 | $213,000 | -5.3% | 2,903 | -0.9% | 0.06% | +11.5% |
| Q4 2019 | $225,000 | +9.2% | 2,929 | +1.0% | 0.05% | 0.0% |
| Q3 2019 | $206,000 | +0.5% | 2,900 | -0.0% | 0.05% | +33.3% |
| Q2 2019 | $205,000 | – | 2,901 | – | 0.04% | – |
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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% |