SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 776 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $39,438,977 | +8.5% | 620,012 | +4.1% | 9.48% | +1.2% |
| Q1 2024 | $36,365,605 | +12.3% | 595,669 | +2.4% | 9.37% | +1.5% |
| Q4 2023 | $32,369,415 | +11.8% | 581,452 | +1.7% | 9.23% | -0.9% |
| Q3 2023 | $28,965,316 | +7.7% | 571,646 | +9.9% | 9.31% | +3.6% |
| Q2 2023 | $26,895,954 | +10.0% | 520,231 | +1.8% | 8.99% | -0.9% |
| Q1 2023 | $24,460,920 | +9.9% | 511,200 | +2.9% | 9.07% | -1.5% |
| Q4 2022 | $22,260,643 | +7.2% | 496,778 | +0.4% | 9.20% | -4.8% |
| Q3 2022 | $20,770,000 | -3.1% | 494,635 | +2.0% | 9.66% | -8.7% |
| Q2 2022 | $21,440,000 | -15.4% | 485,167 | +2.2% | 10.58% | -2.0% |
| Q1 2022 | $25,342,000 | -0.9% | 474,649 | +109.8% | 10.80% | -2.2% |
| Q4 2021 | $25,565,000 | +9.9% | 226,216 | +1.0% | 11.05% | +1.0% |
| Q3 2021 | $23,258,000 | +2.5% | 223,940 | +2.9% | 10.94% | +0.7% |
| Q2 2021 | $22,688,000 | +13.6% | 217,589 | +5.4% | 10.87% | +2.9% |
| Q1 2021 | $19,972,000 | -15.8% | 206,517 | -20.7% | 10.56% | -12.6% |
| Q4 2020 | $23,709,000 | +14.5% | 260,566 | +0.2% | 12.09% | +1.4% |
| Q3 2020 | $20,711,000 | +6.6% | 260,061 | -1.6% | 11.92% | -20.5% |
| Q2 2020 | $19,421,000 | +24.5% | 264,345 | +2.4% | 15.00% | +1.3% |
| Q1 2020 | $15,602,000 | -8.3% | 258,189 | +16.6% | 14.82% | +7.9% |
| Q4 2019 | $17,019,000 | -17.8% | 221,372 | -22.3% | 13.73% | -25.4% |
| Q3 2019 | $20,693,000 | +3.3% | 285,067 | +2.2% | 18.42% | -1.5% |
| Q2 2019 | $20,031,000 | +17.4% | 278,823 | +11.2% | 18.70% | +28.2% |
| Q1 2019 | $17,069,000 | +25.2% | 250,832 | +10.2% | 14.58% | +7.9% |
| Q4 2018 | $13,637,000 | +25.4% | 227,555 | +37.0% | 13.51% | +22.1% |
| Q3 2018 | $10,878,000 | +2.3% | 166,158 | +3.1% | 11.07% | +16.3% |
| Q2 2018 | $10,630,000 | +1620.1% | 161,084 | +1562.4% | 9.52% | +1475.8% |
| Q1 2018 | $618,000 | +28.8% | 9,690 | +30.3% | 0.60% | +18.4% |
| Q4 2017 | $480,000 | – | 7,438 | – | 0.51% | – |
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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% |