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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $496,000 | 0.0% | 11,218 | 0.0% | 0.20% | 0.0% |
| Q2 2022 | $496,000 | -21.8% | 11,218 | +99.9% | 0.20% | -13.6% |
| Q1 2022 | $634,000 | 0.0% | 5,612 | 0.0% | 0.23% | 0.0% |
| Q4 2021 | $634,000 | +8.7% | 5,612 | 0.0% | 0.23% | -6.9% |
| Q3 2021 | $583,000 | -0.3% | 5,612 | 0.0% | 0.24% | -6.8% |
| Q2 2021 | $585,000 | +7.9% | 5,612 | +0.1% | 0.26% | -4.4% |
| Q1 2021 | $542,000 | +5.2% | 5,609 | -0.9% | 0.28% | +0.4% |
| Q4 2020 | $515,000 | +12.9% | 5,660 | -1.1% | 0.27% | -5.2% |
| Q3 2020 | $456,000 | – | 5,724 | – | 0.29% | – |
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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% |