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 | $27,816 | -84.3% | 558 | -83.7% | 0.00% | -85.0% |
| Q2 2023 | $176,926 | +261.8% | 3,422 | +234.8% | 0.02% | +233.3% |
| Q1 2023 | $48,903 | +2.0% | 1,022 | -4.5% | 0.01% | -14.3% |
| Q4 2022 | $47,947 | +499.3% | 1,070 | +463.2% | 0.01% | +250.0% |
| Q3 2022 | $8,000 | -11.1% | 190 | -7.8% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 206 | +2.0% | 0.00% | -33.3% |
| Q1 2022 | $11,000 | -8.3% | 202 | +92.4% | 0.00% | 0.0% |
| Q4 2021 | $12,000 | – | 105 | – | 0.00% | – |
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% |