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 2023 | $5,147,611 | +14.5% | 103,262 | +18.7% | 4.31% | +8.8% |
| Q2 2023 | $4,496,297 | +74.8% | 86,969 | +61.7% | 3.96% | +57.7% |
| Q1 2023 | $2,572,799 | -14.6% | 53,768 | -20.0% | 2.51% | -27.2% |
| Q4 2022 | $3,012,935 | -2.9% | 67,238 | -9.0% | 3.45% | -6.3% |
| Q3 2022 | $3,104,000 | -16.9% | 73,926 | -12.6% | 3.69% | -5.3% |
| Q2 2022 | $3,736,000 | -60.6% | 84,555 | -52.4% | 3.89% | -50.7% |
| Q1 2022 | $9,484,000 | -0.1% | 177,630 | +111.5% | 7.89% | +10.0% |
| Q4 2021 | $9,490,000 | +15.5% | 83,973 | +6.2% | 7.18% | +13.5% |
| Q3 2021 | $8,214,000 | +16.4% | 79,086 | +16.9% | 6.32% | +10.8% |
| Q2 2021 | $7,055,000 | +8.3% | 67,662 | +0.5% | 5.71% | +6.3% |
| Q1 2021 | $6,513,000 | +6.1% | 67,350 | -0.1% | 5.37% | -3.0% |
| Q4 2020 | $6,136,000 | +11.5% | 67,441 | -2.4% | 5.54% | -2.3% |
| Q3 2020 | $5,503,000 | +16.9% | 69,097 | +7.8% | 5.67% | +3.5% |
| Q2 2020 | $4,708,000 | +7.7% | 64,085 | -11.4% | 5.48% | -4.3% |
| Q1 2020 | $4,373,000 | -40.7% | 72,367 | -24.5% | 5.72% | -19.0% |
| Q4 2019 | $7,370,000 | – | 95,865 | – | 7.06% | – |
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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% |