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 | $17,188,318 | -28.5% | 344,801 | -25.8% | 0.10% | -28.5% |
| Q2 2023 | $24,029,614 | -34.9% | 464,789 | -39.7% | 0.14% | -39.5% |
| Q1 2023 | $36,911,018 | -0.5% | 771,390 | -6.8% | 0.24% | -11.2% |
| Q4 2022 | $37,091,840 | +18.2% | 827,758 | +10.7% | 0.27% | +7.6% |
| Q3 2022 | $31,384,000 | +8.8% | 747,423 | +14.5% | 0.25% | +7.8% |
| Q2 2022 | $28,846,000 | +6324.5% | 652,774 | +7670.2% | 0.23% | +7600.0% |
| Q1 2022 | $449,000 | +6.1% | 8,401 | +124.6% | 0.00% | 0.0% |
| Q4 2021 | $423,000 | +17.8% | 3,740 | +8.2% | 0.00% | 0.0% |
| Q3 2021 | $359,000 | +2.9% | 3,457 | +3.3% | 0.00% | 0.0% |
| Q2 2021 | $349,000 | +10.1% | 3,346 | +2.1% | 0.00% | 0.0% |
| Q1 2021 | $317,000 | +5.3% | 3,277 | -0.9% | 0.00% | 0.0% |
| Q4 2020 | $301,000 | +40.7% | 3,308 | +23.2% | 0.00% | 0.0% |
| Q3 2020 | $214,000 | -16.1% | 2,685 | -19.2% | 0.00% | -50.0% |
| Q4 2019 | $255,000 | -37.8% | 3,323 | -42.9% | 0.01% | -50.0% |
| Q2 2019 | $410,000 | -48.8% | 5,817 | -50.5% | 0.01% | -78.6% |
| Q1 2019 | $800,000 | +126.6% | 11,750 | +99.7% | 0.06% | -6.7% |
| Q4 2018 | $353,000 | – | 5,883 | – | 0.06% | – |
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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% |