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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $267,961 | +12.1% | 4,813 | +0.4% | 0.08% | +5.3% |
| Q3 2023 | $239,000 | -3.2% | 4,794 | +0.4% | 0.08% | -3.8% |
| Q2 2023 | $246,975 | +8.4% | 4,777 | +0.4% | 0.08% | +2.6% |
| Q1 2023 | $227,790 | +6.8% | 4,760 | +0.0% | 0.08% | 0.0% |
| Q4 2022 | $213,224 | +6.6% | 4,758 | +0.0% | 0.08% | -1.3% |
| Q3 2022 | $200,000 | -27.8% | 4,756 | -24.1% | 0.08% | -22.8% |
| Q2 2022 | $277,000 | -17.3% | 6,270 | +0.0% | 0.10% | -5.6% |
| Q1 2022 | $335,000 | -5.4% | 6,268 | +100.0% | 0.11% | -7.0% |
| Q4 2021 | $354,000 | +4.7% | 3,134 | -3.6% | 0.12% | -3.4% |
| Q3 2021 | $338,000 | -0.3% | 3,250 | +0.0% | 0.12% | -4.8% |
| Q2 2021 | $339,000 | -38.1% | 3,249 | -42.7% | 0.12% | -37.5% |
| Q1 2021 | $548,000 | +3.6% | 5,669 | -2.6% | 0.20% | -4.3% |
| Q4 2020 | $529,000 | +10.9% | 5,822 | -2.9% | 0.21% | -1.9% |
| Q3 2020 | $477,000 | +1.3% | 5,993 | -6.6% | 0.21% | -1.4% |
| Q2 2020 | $471,000 | +12.1% | 6,419 | -7.7% | 0.22% | -2.3% |
| Q1 2020 | $420,000 | -55.3% | 6,954 | -43.1% | 0.22% | -53.3% |
| Q4 2019 | $939,000 | +9.2% | 12,218 | +0.9% | 0.47% | +17.4% |
| Q3 2019 | $860,000 | +1.9% | 12,109 | +1.2% | 0.40% | +4.7% |
| Q2 2019 | $844,000 | -48.4% | 11,969 | -6.8% | 0.38% | +10.3% |
| Q1 2019 | $1,636,000 | +128.2% | 12,843 | +7.3% | 0.35% | +5.8% |
| Q4 2018 | $717,000 | -17.6% | 11,969 | -3.2% | 0.33% | -7.3% |
| Q3 2018 | $870,000 | +2.7% | 12,371 | -3.7% | 0.36% | -0.3% |
| Q2 2018 | $847,000 | +2.2% | 12,840 | -1.3% | 0.36% | +4.4% |
| Q1 2018 | $829,000 | -1.1% | 13,004 | +0.1% | 0.34% | +0.9% |
| Q4 2017 | $838,000 | +27833.3% | 12,997 | +24422.6% | 0.34% | +16850.0% |
| Q3 2017 | $3,000 | +50.0% | 53 | +39.5% | 0.00% | +100.0% |
| Q2 2017 | $2,000 | +100.0% | 38 | +58.3% | 0.00% | 0.0% |
| Q1 2017 | $1,000 | – | 24 | +500.0% | 0.00% | – |
| Q4 2016 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q3 2016 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2016 | $0 | – | 4 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |