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 | $82,578 | -3.0% | 1,703 | +3.5% | 0.02% | +23.5% |
| Q2 2023 | $85,103 | +19.1% | 1,646 | +10.2% | 0.02% | +13.3% |
| Q1 2023 | $71,477 | +8.5% | 1,494 | +1.6% | 0.02% | 0.0% |
| Q4 2022 | $65,892 | +64.7% | 1,470 | +52.5% | 0.02% | +50.0% |
| Q3 2022 | $40,000 | -4.8% | 964 | +2.7% | 0.01% | 0.0% |
| Q2 2022 | $42,000 | +2.4% | 939 | +21.2% | 0.01% | +11.1% |
| Q1 2022 | $41,000 | +5.1% | 775 | +126.6% | 0.01% | +12.5% |
| Q4 2021 | $39,000 | +18.2% | 342 | +6.9% | 0.01% | 0.0% |
| Q3 2021 | $33,000 | +3.1% | 320 | +2.9% | 0.01% | +14.3% |
| Q2 2021 | $32,000 | +6.7% | 311 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $30,000 | +57.9% | 310 | +50.5% | 0.01% | +40.0% |
| Q4 2020 | $19,000 | -9.5% | 206 | -22.3% | 0.01% | -28.6% |
| Q3 2020 | $21,000 | -12.5% | 265 | -18.0% | 0.01% | -22.2% |
| Q2 2020 | $24,000 | -25.0% | 323 | -38.7% | 0.01% | -47.1% |
| Q1 2020 | $32,000 | +77.8% | 527 | +123.3% | 0.02% | -10.5% |
| Q4 2019 | $18,000 | – | 236 | – | 0.02% | – |
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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% |