SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 742 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.65 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,305,201 | -2.8% | 106,423 | +0.8% | 0.84% | -4.3% |
| Q2 2023 | $5,458,746 | +18.9% | 105,585 | +10.0% | 0.88% | -28.0% |
| Q1 2023 | $4,592,202 | +2361.0% | 95,971 | +2204.8% | 1.22% | +1588.9% |
| Q4 2022 | $186,598 | +7.2% | 4,164 | +0.4% | 0.07% | -8.9% |
| Q3 2022 | $174,000 | -4.4% | 4,146 | +0.4% | 0.08% | -6.0% |
| Q2 2022 | $182,000 | -17.3% | 4,128 | +0.4% | 0.08% | -1.2% |
| Q1 2022 | $220,000 | -6.0% | 4,112 | +98.4% | 0.08% | -16.7% |
| Q4 2021 | $234,000 | -15.2% | 2,073 | -21.9% | 0.10% | -27.1% |
| Q3 2021 | $276,000 | +28.4% | 2,654 | +29.0% | 0.14% | +21.7% |
| Q2 2021 | $215,000 | +8.6% | 2,058 | +0.3% | 0.12% | -12.9% |
| Q1 2021 | $198,000 | +6.5% | 2,052 | +0.3% | 0.13% | -5.0% |
| Q4 2020 | $186,000 | +14.8% | 2,046 | +0.4% | 0.14% | -5.4% |
| Q3 2020 | $162,000 | +8.7% | 2,038 | +0.6% | 0.15% | -1.3% |
| Q2 2020 | $149,000 | +0.7% | 2,025 | -17.4% | 0.15% | +28.4% |
| Q1 2020 | $148,000 | -72.7% | 2,453 | -65.3% | 0.12% | -64.7% |
| Q4 2019 | $543,000 | – | 7,063 | – | 0.33% | – |
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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% |