SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $457,726 | -3.6% | 9,182 | +0.0% | 0.14% | -10.1% |
| Q2 2023 | $474,672 | +8.1% | 9,181 | 0.0% | 0.16% | -4.8% |
| Q1 2023 | $439,289 | +24.9% | 9,181 | +9.6% | 0.17% | -25.4% |
| Q4 2022 | $351,829 | -0.0% | 8,379 | 0.0% | 0.22% | 0.0% |
| Q3 2022 | $352,000 | -15.0% | 8,379 | -10.7% | 0.22% | -14.5% |
| Q2 2022 | $414,000 | -28.0% | 9,378 | +84.3% | 0.26% | -20.6% |
| Q4 2021 | $575,000 | +8.7% | 5,089 | 0.0% | 0.33% | -0.6% |
| Q3 2021 | $529,000 | +2.7% | 5,089 | +3.0% | 0.33% | +29.2% |
| Q2 2021 | $515,000 | +15.5% | 4,939 | +0.6% | 0.26% | +16.3% |
| Q4 2020 | $446,000 | +14.4% | 4,911 | +0.4% | 0.22% | -4.7% |
| Q3 2020 | $390,000 | +8.6% | 4,891 | 0.0% | 0.23% | +6.9% |
| Q2 2020 | $359,000 | +23.8% | 4,891 | +2.1% | 0.22% | -8.1% |
| Q1 2020 | $290,000 | – | 4,791 | – | 0.24% | – |
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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% |