SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 742 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.65 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,472,469 | -3.6% | 29,538 | 0.0% | 0.45% | +1.1% |
| Q2 2023 | $1,527,115 | +7.3% | 29,538 | -0.7% | 0.44% | +1.1% |
| Q1 2023 | $1,423,250 | +12.8% | 29,744 | +5.6% | 0.44% | +6.3% |
| Q4 2022 | $1,261,984 | +113.5% | 28,163 | +99.8% | 0.41% | +99.0% |
| Q3 2022 | $591,000 | +9.9% | 14,095 | +15.8% | 0.21% | +18.2% |
| Q2 2022 | $538,000 | +118.7% | 12,176 | +164.7% | 0.18% | +147.9% |
| Q1 2022 | $246,000 | -5.0% | 4,600 | +100.9% | 0.07% | +1.4% |
| Q4 2021 | $259,000 | -31.8% | 2,290 | -37.4% | 0.07% | -35.8% |
| Q3 2021 | $380,000 | +56.4% | 3,657 | +59.7% | 0.11% | +60.3% |
| Q2 2021 | $243,000 | +279.7% | 2,290 | +227.6% | 0.07% | +223.8% |
| Q4 2020 | $64,000 | – | 699 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |