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 | $3,435,294 | -3.9% | 68,913 | -0.3% | 1.14% | -5.3% |
| Q2 2023 | $3,574,024 | -3.9% | 69,130 | -11.1% | 1.21% | +0.7% |
| Q1 2023 | $3,719,694 | +6.3% | 77,737 | -0.5% | 1.20% | +1.2% |
| Q4 2022 | $3,500,020 | +34.8% | 78,108 | +26.3% | 1.19% | +18.1% |
| Q3 2022 | $2,596,000 | +105.5% | 61,820 | +118.5% | 1.00% | +110.9% |
| Q2 2022 | $1,263,000 | -28.6% | 28,290 | -14.6% | 0.48% | -23.1% |
| Q1 2022 | $1,769,000 | +14.4% | 33,127 | +142.0% | 0.62% | +12.3% |
| Q4 2021 | $1,547,000 | +181.8% | 13,687 | +159.1% | 0.55% | +153.9% |
| Q3 2021 | $549,000 | -3.0% | 5,283 | -2.7% | 0.22% | -26.4% |
| Q2 2021 | $566,000 | +16.2% | 5,429 | +7.9% | 0.30% | +6.1% |
| Q1 2021 | $487,000 | +133.0% | 5,031 | +119.3% | 0.28% | +113.8% |
| Q4 2020 | $209,000 | +56.0% | 2,294 | +36.7% | 0.13% | +32.7% |
| Q3 2020 | $134,000 | +52.3% | 1,678 | +40.2% | 0.10% | +40.0% |
| Q2 2020 | $88,000 | – | 1,197 | – | 0.07% | – |
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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% |