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 2022 | $1,865,351 | +4.8% | 41,628 | -1.8% | 0.81% | -2.9% |
| Q3 2022 | $1,780,000 | +4.2% | 42,385 | +9.6% | 0.83% | +7.5% |
| Q2 2022 | $1,709,000 | -7.2% | 38,663 | +12.1% | 0.77% | -1.4% |
| Q1 2022 | $1,842,000 | -5.1% | 34,500 | +101.0% | 0.78% | -6.8% |
| Q4 2021 | $1,940,000 | +9.4% | 17,167 | +0.5% | 0.84% | +0.6% |
| Q3 2021 | $1,774,000 | -5.8% | 17,085 | -5.5% | 0.84% | -9.7% |
| Q2 2021 | $1,884,000 | -4.0% | 18,070 | -11.0% | 0.93% | -13.9% |
| Q1 2021 | $1,963,000 | +6.9% | 20,299 | +0.6% | 1.08% | -2.3% |
| Q4 2020 | $1,836,000 | +10.8% | 20,177 | -3.0% | 1.10% | -9.3% |
| Q3 2020 | $1,657,000 | +1.4% | 20,804 | -6.5% | 1.22% | -4.9% |
| Q2 2020 | $1,634,000 | +34.3% | 22,241 | +10.4% | 1.28% | +8.0% |
| Q1 2020 | $1,217,000 | -16.6% | 20,144 | +6.1% | 1.18% | -6.9% |
| Q4 2019 | $1,460,000 | – | 18,993 | – | 1.27% | – |
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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% |