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 | $261 | -99.9% | 5,240 | +0.9% | 0.06% | -1.5% |
| Q2 2023 | $268,494 | -57.4% | 5,193 | -61.3% | 0.07% | -49.2% |
| Q1 2023 | $630,025 | +124.2% | 13,431 | +154.3% | 0.13% | +28.7% |
| Q1 2022 | $281,000 | -5.4% | 5,281 | +100.4% | 0.10% | +676.9% |
| Q4 2021 | $297,000 | +8.8% | 2,635 | +0.3% | 0.01% | -86.6% |
| Q3 2021 | $273,000 | 0.0% | 2,627 | +0.2% | 0.10% | -8.5% |
| Q2 2021 | $273,000 | +66.5% | 2,621 | +47.1% | 0.11% | +32.5% |
| Q1 2021 | $164,000 | 0.0% | 1,782 | 0.0% | 0.08% | 0.0% |
| Q4 2020 | $164,000 | +15.5% | 1,782 | +0.3% | 0.08% | -4.8% |
| Q3 2020 | $142,000 | +105.8% | 1,777 | +88.2% | 0.08% | +71.4% |
| Q2 2020 | $69,000 | +21.1% | 944 | +0.2% | 0.05% | -2.0% |
| Q1 2020 | $57,000 | -20.8% | 942 | +0.2% | 0.05% | -12.3% |
| Q4 2019 | $72,000 | -59.6% | 940 | -62.5% | 0.06% | -66.1% |
| Q3 2019 | $178,000 | +345.0% | 2,505 | +341.0% | 0.17% | +380.0% |
| Q2 2019 | $40,000 | +5.3% | 568 | 0.0% | 0.04% | +20.7% |
| Q1 2019 | $38,000 | +11.8% | 568 | 0.0% | 0.03% | +16.0% |
| Q4 2018 | $34,000 | – | 568 | – | 0.02% | – |
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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% |