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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $6,920,000 | +3.9% | 66,370 | +0.0% | 1.23% | -1.4% |
| Q1 2021 | $6,662,000 | +0.1% | 66,362 | -7.3% | 1.25% | -24.8% |
| Q4 2020 | $6,654,000 | +13.2% | 71,617 | -3.0% | 1.66% | -14.3% |
| Q3 2020 | $5,880,000 | +2.6% | 73,828 | -5.4% | 1.94% | -11.7% |
| Q2 2020 | $5,731,000 | +22.6% | 78,008 | +0.8% | 2.20% | -15.1% |
| Q1 2020 | $4,674,000 | -20.8% | 77,352 | +0.8% | 2.58% | -10.2% |
| Q4 2019 | $5,898,000 | – | 76,721 | – | 2.88% | – |
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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% |