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 | $1,157,761 | -2.9% | 23,225 | +0.7% | 0.62% | -1.9% |
| Q2 2023 | $1,192,360 | +4.1% | 23,063 | -3.6% | 0.63% | -0.9% |
| Q1 2023 | $1,145,342 | +6.4% | 23,936 | -0.3% | 0.64% | +0.5% |
| Q4 2022 | $1,076,336 | +5.4% | 24,020 | -1.2% | 0.64% | +3.1% |
| Q3 2022 | $1,021,000 | -5.8% | 24,304 | -0.9% | 0.62% | +8.8% |
| Q2 2022 | $1,084,000 | -18.3% | 24,525 | -1.3% | 0.57% | -13.3% |
| Q1 2022 | $1,327,000 | -8.8% | 24,852 | +93.0% | 0.65% | -4.9% |
| Q4 2021 | $1,455,000 | – | 12,876 | – | 0.69% | – |
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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% |