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 2022 | $237,000 | -10.6% | 5,648 | -5.8% | 0.07% | -14.5% |
| Q2 2022 | $265,000 | -17.2% | 5,994 | +0.1% | 0.08% | +10.7% |
| Q1 2022 | $320,000 | -5.3% | 5,990 | +100.0% | 0.08% | -5.1% |
| Q4 2021 | $338,000 | +12.7% | 2,995 | +3.5% | 0.08% | +11.3% |
| Q3 2021 | $300,000 | -14.3% | 2,893 | -13.7% | 0.07% | -23.7% |
| Q2 2021 | $350,000 | +23.7% | 3,353 | +14.5% | 0.09% | +12.0% |
| Q1 2021 | $283,000 | +23.6% | 2,928 | +1.8% | 0.08% | -20.2% |
| Q4 2020 | $229,000 | – | 2,876 | – | 0.10% | – |
Download | ||||||
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% |