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 | $6,870,802 | -5.2% | 137,829 | -1.7% | 5.04% | -11.5% |
| Q2 2023 | $7,248,000 | +5.2% | 140,194 | -2.6% | 5.69% | -4.3% |
| Q1 2023 | $6,889,603 | +5.8% | 143,983 | -1.0% | 5.95% | +5.7% |
| Q4 2022 | $6,514,713 | +2.1% | 145,385 | -4.3% | 5.63% | -0.3% |
| Q3 2022 | $6,378,000 | -13.0% | 151,897 | -5.5% | 5.64% | +3.3% |
| Q2 2022 | $7,332,000 | -44.9% | 160,743 | -35.5% | 5.46% | -33.2% |
| Q1 2022 | $13,308,000 | -13.3% | 249,272 | +83.5% | 8.18% | -7.6% |
| Q4 2021 | $15,354,000 | +12.6% | 135,865 | +4.7% | 8.84% | +1.2% |
| Q3 2021 | $13,638,000 | +1.1% | 129,736 | +0.3% | 8.74% | +0.1% |
| Q2 2021 | $13,486,000 | +16.9% | 129,342 | +8.4% | 8.73% | +8.7% |
| Q1 2021 | $11,534,000 | +10.8% | 119,265 | +4.3% | 8.03% | -2.4% |
| Q4 2020 | $10,407,000 | +21.4% | 114,373 | +6.2% | 8.22% | +1.6% |
| Q3 2020 | $8,574,000 | +7.1% | 107,662 | -1.2% | 8.10% | -0.6% |
| Q2 2020 | $8,005,000 | +14.8% | 108,961 | -5.5% | 8.14% | +1.7% |
| Q1 2020 | $6,971,000 | -26.3% | 115,350 | -6.3% | 8.01% | -8.9% |
| Q4 2019 | $9,464,000 | – | 123,108 | – | 8.79% | – |
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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% |