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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $485,110 | +12.0% | 7,404 | 0.0% | 0.09% | -2.2% |
| Q1 2024 | $432,986 | +3.6% | 7,404 | 0.0% | 0.09% | -2.2% |
| Q4 2023 | $417,882 | +5.4% | 7,404 | -6.1% | 0.09% | -8.8% |
| Q3 2023 | $396,357 | -7.4% | 7,883 | -4.5% | 0.10% | -3.8% |
| Q2 2023 | $427,847 | +7.2% | 8,258 | 0.0% | 0.11% | +1.0% |
| Q1 2023 | $398,944 | +23.6% | 8,258 | +20.4% | 0.10% | +20.7% |
| Q4 2022 | $322,875 | +6.2% | 6,858 | 0.0% | 0.09% | -6.5% |
| Q3 2022 | $304,000 | -8.2% | 6,858 | 0.0% | 0.09% | -3.1% |
| Q2 2022 | $331,000 | -3.8% | 6,858 | +0.9% | 0.10% | +5.5% |
| Q1 2022 | $344,000 | -40.8% | 6,798 | +29.3% | 0.09% | -40.1% |
| Q4 2021 | $581,000 | +3.0% | 5,258 | +0.6% | 0.15% | -1.9% |
| Q3 2021 | $564,000 | +0.7% | 5,226 | -1.7% | 0.16% | -3.1% |
| Q2 2021 | $560,000 | +6.3% | 5,318 | 0.0% | 0.16% | -6.4% |
| Q1 2021 | $527,000 | +2.5% | 5,318 | -0.6% | 0.17% | -2.3% |
| Q4 2020 | $514,000 | +2.8% | 5,348 | -15.6% | 0.18% | -12.9% |
| Q3 2020 | $500,000 | -9.3% | 6,333 | -8.1% | 0.20% | -9.5% |
| Q2 2020 | $551,000 | +35.7% | 6,894 | +11.1% | 0.22% | +9.4% |
| Q1 2020 | $406,000 | -51.0% | 6,204 | -41.4% | 0.20% | -45.0% |
| Q4 2019 | $829,000 | -18.2% | 10,587 | -21.6% | 0.37% | -25.5% |
| Q3 2019 | $1,014,000 | – | 13,508 | – | 0.50% | – |
Download | ||||||
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% |