SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 742 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.65 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $441,372 | -2.5% | 8,854 | +1.1% | 0.11% | -12.9% |
Q2 2023 | $452,840 | +22.9% | 8,759 | +13.8% | 0.12% | +1.6% |
Q1 2023 | $368,445 | +6.8% | 7,700 | 0.0% | 0.12% | -6.9% |
Q4 2022 | $345,037 | +6.8% | 7,700 | 0.0% | 0.13% | +9.2% |
Q3 2022 | $323,000 | -12.9% | 7,700 | -8.3% | 0.12% | -7.7% |
Q2 2022 | $371,000 | -18.5% | 8,400 | -1.5% | 0.13% | -3.0% |
Q1 2022 | $455,000 | -5.6% | 8,530 | +100.0% | 0.13% | -3.6% |
Q4 2021 | $482,000 | +8.3% | 4,265 | 0.0% | 0.14% | -14.2% |
Q2 2021 | $445,000 | +8.0% | 4,265 | 0.0% | 0.16% | -8.5% |
Q1 2021 | $412,000 | +6.2% | 4,265 | 0.0% | 0.18% | 0.0% |
Q4 2020 | $388,000 | – | 4,265 | – | 0.18% | – |
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% |