SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 889 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,464 | +3.0% | 71 | 0.0% | 0.00% | – |
| Q1 2024 | $4,335 | -51.0% | 71 | -55.3% | 0.00% | -100.0% |
| Q4 2023 | $8,852 | -99.3% | 159 | -99.4% | 0.00% | -99.5% |
| Q3 2023 | $1,324,614 | -3.6% | 26,572 | 0.0% | 0.18% | -7.1% |
| Q2 2023 | $1,373,772 | -3.9% | 26,572 | -11.0% | 0.20% | -14.8% |
| Q1 2023 | $1,429,375 | +7.4% | 29,872 | +0.5% | 0.23% | -24.1% |
| Q4 2022 | $1,331,440 | +2235.9% | 29,713 | +5842.6% | 0.30% | +4228.6% |
| Q4 2021 | $57,000 | – | 500 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 2,238,817 | $140,754,444 | 49.75% |
| Evergreen Advisors, LLC | 2,182,804 | $137,232,868 | 41.08% |
| Socha Financial Group, LLC | 1,011,590 | $63,598,661 | 29.76% |
| Strid Group, LLC | 2,752,877 | $173,073,373 | 28.62% |
| MYECFO, LLC | 755,325 | $47,487,278 | 27.39% |
| Morton Brown Family Wealth, LLC | 1,064,494 | $68,212,796 | 26.93% |
| TruNorth Capital Management, LLC | 1,302,430 | $81,883,772 | 26.56% |
| Members Advisory Group LLC | 708,018 | $44,513,632 | 24.30% |
| Compass Advisory Group LLC | 743,771 | $46,912,087 | 20.84% |
| Hanson & Doremus Investment Management | 1,937,609 | $121,817 | 20.41% |