SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 889 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,307,080 | +3.3% | 36,578 | 0.0% | 0.11% | +6.7% |
| Q1 2024 | $2,233,072 | +9.7% | 36,578 | 0.0% | 0.10% | +2.0% |
| Q4 2023 | $2,036,283 | +10.2% | 36,578 | -1.3% | 0.10% | -7.3% |
| Q3 2023 | $1,847,000 | +98354.2% | 37,058 | +2.1% | 0.11% | +5.8% |
| Q2 2023 | $1,876 | +8.4% | 36,287 | +0.4% | 0.10% | -2.8% |
| Q1 2023 | $1,730 | +7.2% | 36,154 | +0.4% | 0.11% | +0.9% |
| Q4 2022 | $1,614 | -99.9% | 36,016 | +0.4% | 0.11% | -2.8% |
| Q3 2022 | $1,506,000 | -4.6% | 35,855 | +0.4% | 0.11% | -2.7% |
| Q2 2022 | $1,578,000 | -16.9% | 35,700 | +0.4% | 0.11% | -7.4% |
| Q1 2022 | $1,899,000 | -5.2% | 35,561 | +100.6% | 0.12% | -4.0% |
| Q4 2021 | $2,004,000 | +9.2% | 17,730 | +0.4% | 0.13% | -35.7% |
| Q3 2021 | $1,835,000 | – | 17,663 | – | 0.20% | – |
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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% |