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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,105 | -6.3% | 4,636 | -2.8% | 0.13% | +6.3% |
| Q2 2023 | $246,661 | +8.0% | 4,771 | 0.0% | 0.13% | +1.6% |
| Q1 2023 | $228,292 | +106578.5% | 4,771 | 0.0% | 0.12% | +4.2% |
| Q4 2022 | $214 | -99.9% | 4,771 | +7.6% | 0.12% | +5.3% |
| Q3 2022 | $186,000 | -5.1% | 4,436 | 0.0% | 0.11% | 0.0% |
| Q2 2022 | $196,000 | -17.3% | 4,436 | 0.0% | 0.11% | -5.0% |
| Q1 2022 | $237,000 | -5.6% | 4,436 | +100.0% | 0.12% | -6.3% |
| Q4 2021 | $251,000 | +9.1% | 2,218 | 0.0% | 0.13% | +0.8% |
| Q3 2021 | $230,000 | -0.4% | 2,218 | 0.0% | 0.13% | +4.1% |
| Q2 2021 | $231,000 | +7.4% | 2,218 | 0.0% | 0.12% | +1.7% |
| Q1 2021 | $215,000 | +6.4% | 2,218 | 0.0% | 0.12% | -0.8% |
| Q4 2020 | $202,000 | +14.1% | 2,218 | 0.0% | 0.12% | 0.0% |
| Q3 2020 | $177,000 | +8.6% | 2,218 | 0.0% | 0.12% | -0.8% |
| Q2 2020 | $163,000 | +22.6% | 2,218 | +0.7% | 0.12% | +2.5% |
| Q1 2020 | $133,000 | -21.3% | 2,203 | 0.0% | 0.12% | -0.8% |
| Q4 2019 | $169,000 | +8.3% | 2,203 | 0.0% | 0.12% | +0.8% |
| Q3 2019 | $156,000 | +7700.0% | 2,203 | +8712.0% | 0.12% | +5800.0% |
| Q1 2019 | $2,000 | +100.0% | 25 | 0.0% | 0.00% | +100.0% |
| Q4 2018 | $1,000 | – | 25 | – | 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% |