SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 770 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $48,000 | 0.0% | 463 | +0.4% | 0.01% | 0.0% |
| Q2 2021 | $48,000 | -11.1% | 461 | -17.7% | 0.01% | -27.3% |
| Q1 2021 | $54,000 | +31.7% | 560 | +22.0% | 0.01% | +10.0% |
| Q4 2020 | $41,000 | +13.9% | 459 | +0.4% | 0.01% | 0.0% |
| Q3 2020 | $36,000 | +9.1% | 457 | +1.1% | 0.01% | +11.1% |
| Q2 2020 | $33,000 | +22.2% | 452 | +0.7% | 0.01% | 0.0% |
| Q1 2020 | $27,000 | -20.6% | 449 | -0.2% | 0.01% | -10.0% |
| Q4 2019 | $34,000 | +9.7% | 450 | +1.1% | 0.01% | 0.0% |
| Q3 2019 | $31,000 | 0.0% | 445 | +0.5% | 0.01% | 0.0% |
| Q2 2019 | $31,000 | +3.3% | 443 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $30,000 | +15.4% | 443 | +0.7% | 0.01% | 0.0% |
| Q4 2018 | $26,000 | – | 440 | – | 0.01% | – |
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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% |