SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 770 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,141 | -3.4% | 544 | +0.2% | 0.02% | 0.0% |
| Q2 2023 | $28,083 | +15.9% | 543 | +0.4% | 0.02% | +5.6% |
| Q4 2022 | $24,229 | +5.3% | 541 | +0.4% | 0.02% | 0.0% |
| Q3 2022 | $23,000 | -77.7% | 539 | -76.8% | 0.02% | -76.6% |
| Q2 2022 | $103,000 | -16.9% | 2,328 | +0.0% | 0.08% | -1.3% |
| Q1 2022 | $124,000 | -6.1% | 2,327 | +99.9% | 0.08% | -2.5% |
| Q4 2021 | $132,000 | +9.1% | 1,164 | +0.1% | 0.08% | +3.9% |
| Q3 2021 | $121,000 | 0.0% | 1,163 | +0.1% | 0.08% | -1.3% |
| Q2 2021 | $121,000 | +8.0% | 1,162 | 0.0% | 0.08% | -1.3% |
| Q1 2021 | $112,000 | +5.7% | 1,162 | 0.0% | 0.08% | +1.3% |
| Q4 2020 | $106,000 | +15.2% | 1,162 | +0.1% | 0.08% | +6.8% |
| Q3 2020 | $92,000 | +8.2% | 1,161 | +0.1% | 0.07% | -9.9% |
| Q2 2020 | $85,000 | +21.4% | 1,160 | +0.1% | 0.08% | 0.0% |
| Q1 2020 | $70,000 | +483.3% | 1,159 | +633.5% | 0.08% | +575.0% |
| Q4 2019 | $12,000 | – | 158 | – | 0.01% | – |
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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% |