SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 777 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,458,274 | +7.4% | 55,007 | +4.3% | 1.77% | +6.2% |
| Q1 2024 | $3,220,616 | +18.2% | 52,754 | +7.8% | 1.66% | +9.6% |
| Q4 2023 | $2,725,527 | +28.4% | 48,959 | +15.0% | 1.52% | +16.6% |
| Q3 2023 | $2,122,499 | +2.0% | 42,578 | +5.8% | 1.30% | +4.7% |
| Q2 2023 | $2,080,680 | +4.0% | 40,245 | -3.8% | 1.24% | -0.2% |
| Q1 2023 | $2,001,289 | +28.5% | 41,824 | +20.3% | 1.25% | +22.3% |
| Q4 2022 | $1,557,424 | +5.1% | 34,756 | -1.6% | 1.02% | -4.9% |
| Q3 2022 | $1,482,000 | -13.9% | 35,305 | -9.3% | 1.07% | -9.4% |
| Q2 2022 | $1,721,000 | -13.9% | 38,944 | +4.0% | 1.18% | -4.4% |
| Q1 2022 | $1,999,000 | +6.6% | 37,434 | +125.6% | 1.24% | +6.5% |
| Q4 2021 | $1,875,000 | +18.7% | 16,595 | +9.1% | 1.16% | -0.3% |
| Q3 2021 | $1,579,000 | +0.2% | 15,204 | +0.6% | 1.16% | +58.7% |
| Q2 2021 | $1,576,000 | -7.8% | 15,118 | -14.5% | 0.73% | -21.8% |
| Q1 2021 | $1,709,000 | – | 17,674 | – | 0.94% | – |
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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% |