SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 776 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $496,782 | +2.2% | 7,902 | -0.8% | 0.31% | -3.4% |
| Q1 2024 | $486,324 | +10.9% | 7,966 | +1.1% | 0.32% | -3.9% |
| Q4 2023 | $438,502 | +13.2% | 7,877 | +1.3% | 0.33% | -8.0% |
| Q3 2023 | $387,494 | +6.5% | 7,773 | +2.2% | 0.36% | 0.0% |
| Q2 2023 | $363,829 | -12.7% | 7,604 | -12.7% | 0.36% | -14.8% |
| Q1 2023 | $416,570 | +9.1% | 8,706 | +2.1% | 0.42% | +3.2% |
| Q4 2022 | $381,993 | +4.1% | 8,525 | +0.1% | 0.41% | -4.4% |
| Q3 2022 | $367,000 | -1.1% | 8,518 | +1.0% | 0.43% | +19.1% |
| Q2 2022 | $371,000 | -17.6% | 8,431 | -0.0% | 0.36% | -3.5% |
| Q1 2022 | $450,000 | -5.1% | 8,432 | +101.9% | 0.38% | -11.6% |
| Q4 2021 | $474,000 | +9.7% | 4,176 | +0.4% | 0.42% | +17.8% |
| Q3 2021 | $432,000 | -0.2% | 4,160 | +0.1% | 0.36% | +0.6% |
| Q2 2021 | $433,000 | +8.8% | 4,157 | +1.1% | 0.36% | -2.7% |
| Q1 2021 | $398,000 | +6.4% | 4,112 | +0.2% | 0.37% | 0.0% |
| Q4 2020 | $374,000 | – | 4,105 | – | 0.37% | – |
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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% |