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 | $1,034,667 | -4.0% | 20,756 | -0.5% | 0.18% | +21.6% |
| Q2 2023 | $1,077,977 | +8.4% | 20,851 | +0.3% | 0.15% | -7.5% |
| Q1 2023 | $994,831 | +6.8% | 20,791 | 0.0% | 0.16% | -2.4% |
| Q4 2022 | $931,627 | +6.7% | 20,791 | 0.0% | 0.16% | -2.4% |
| Q3 2022 | $873,000 | -5.4% | 20,791 | -0.5% | 0.17% | -4.5% |
| Q2 2022 | $923,000 | -27.0% | 20,890 | -11.7% | 0.18% | -16.2% |
| Q1 2022 | $1,264,000 | -6.2% | 23,671 | +98.7% | 0.21% | -12.5% |
| Q4 2021 | $1,347,000 | +8.9% | 11,915 | +0.0% | 0.24% | -1.6% |
| Q3 2021 | $1,237,000 | -0.4% | 11,914 | 0.0% | 0.24% | +36.3% |
| Q2 2021 | $1,242,000 | +7.8% | 11,914 | 0.0% | 0.18% | 0.0% |
| Q1 2021 | $1,152,000 | +6.3% | 11,914 | -0.0% | 0.18% | -5.3% |
| Q4 2020 | $1,084,000 | +15.2% | 11,917 | +0.8% | 0.19% | -2.6% |
| Q3 2020 | $941,000 | +8.3% | 11,828 | 0.0% | 0.19% | -29.5% |
| Q2 2020 | $869,000 | – | 11,828 | – | 0.28% | – |
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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% |