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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $512,000 | -17.2% | 11,580 | 0.0% | 0.29% | -1.4% |
Q1 2022 | $618,000 | -5.5% | 11,580 | +100.0% | 0.30% | -2.3% |
Q4 2021 | $654,000 | +20.2% | 5,790 | +10.6% | 0.30% | +6.7% |
Q3 2021 | $544,000 | -0.4% | 5,235 | 0.0% | 0.28% | -3.4% |
Q2 2021 | $546,000 | +7.9% | 5,235 | 0.0% | 0.29% | +1.0% |
Q1 2021 | $506,000 | +6.3% | 5,235 | 0.0% | 0.29% | -6.1% |
Q4 2020 | $476,000 | – | 5,235 | – | 0.31% | – |
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% |