SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,277 | -29.8% | 5,342 | -27.2% | 0.11% | -27.6% |
| Q2 2023 | $379,388 | +2.2% | 7,338 | -5.4% | 0.15% | +2.7% |
| Q1 2023 | $371,321 | -25.9% | 7,760 | -30.6% | 0.15% | -29.2% |
| Q4 2022 | $501,013 | -2.3% | 11,181 | -3.6% | 0.21% | -4.6% |
| Q3 2022 | $513,000 | 0.0% | 11,599 | 0.0% | 0.22% | 0.0% |
| Q2 2022 | $513,000 | -19.2% | 11,599 | -2.5% | 0.22% | -7.6% |
| Q1 2022 | $635,000 | -7.8% | 11,896 | +95.1% | 0.24% | -7.8% |
| Q4 2021 | $689,000 | +8.0% | 6,098 | -0.8% | 0.26% | +8.0% |
| Q3 2021 | $638,000 | -0.6% | 6,148 | -0.1% | 0.24% | +1.7% |
| Q2 2021 | $642,000 | +2.1% | 6,153 | -5.4% | 0.23% | -8.6% |
| Q1 2021 | $629,000 | +2.4% | 6,502 | -3.7% | 0.26% | -4.8% |
| Q4 2020 | $614,000 | +9.8% | 6,750 | -3.9% | 0.27% | -6.3% |
| Q3 2020 | $559,000 | +7.5% | 7,024 | -0.8% | 0.29% | -2.7% |
| Q2 2020 | $520,000 | +21.5% | 7,082 | +0.0% | 0.30% | -0.7% |
| Q1 2020 | $428,000 | -21.3% | 7,080 | +0.0% | 0.30% | -15.6% |
| Q4 2019 | $544,000 | +10.1% | 7,078 | +1.8% | 0.35% | -1.1% |
| Q3 2019 | $494,000 | +22.0% | 6,951 | +3.0% | 0.36% | -3.8% |
| Q2 2019 | $405,000 | -23.6% | 6,750 | -12.1% | 0.37% | +9.8% |
| Q1 2019 | $530,000 | +30.9% | 7,675 | +13.7% | 0.34% | +9.4% |
| Q4 2018 | $405,000 | – | 6,750 | – | 0.31% | – |
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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% |