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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $767,000 | -10.6% | 14,367 | +89.3% | 0.57% | -7.0% |
| Q4 2021 | $858,000 | +8.3% | 7,588 | -0.5% | 0.62% | -0.3% |
| Q3 2021 | $792,000 | +9.5% | 7,628 | +10.1% | 0.62% | +25.3% |
| Q2 2021 | $723,000 | +3.7% | 6,931 | -3.9% | 0.49% | -8.5% |
| Q1 2021 | $697,000 | +2.7% | 7,210 | -3.4% | 0.54% | -14.7% |
| Q4 2020 | $679,000 | +11.3% | 7,466 | -2.6% | 0.63% | -9.2% |
| Q3 2020 | $610,000 | +13.6% | 7,665 | +4.9% | 0.70% | -9.5% |
| Q2 2020 | $537,000 | -95.4% | 7,309 | -95.2% | 0.77% | -92.6% |
| Q4 2019 | $11,619,000 | – | 151,130 | – | 10.43% | – |
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% |