SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 770 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,512 | -3.6% | 4,183 | +0.0% | 0.05% | 0.0% |
| Q2 2023 | $216,205 | +8.1% | 4,182 | +0.0% | 0.05% | +2.2% |
| Q1 2023 | $200,064 | -10.3% | 4,181 | +0.1% | 0.05% | +7.0% |
| Q1 2022 | $223,000 | -5.5% | 4,177 | +100.0% | 0.04% | -2.3% |
| Q4 2021 | $236,000 | +8.8% | 2,089 | +0.0% | 0.04% | +2.3% |
| Q3 2021 | $217,000 | -0.5% | 2,088 | 0.0% | 0.04% | +4.9% |
| Q2 2021 | $218,000 | +7.9% | 2,088 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $202,000 | -20.2% | 2,088 | -45.6% | 0.04% | -46.1% |
| Q2 2018 | $253,000 | +3.3% | 3,840 | 0.0% | 0.08% | -6.2% |
| Q1 2018 | $245,000 | -1.2% | 3,840 | 0.0% | 0.08% | +1.2% |
| Q4 2017 | $248,000 | +6.0% | 3,840 | 0.0% | 0.08% | -1.2% |
| Q3 2017 | $234,000 | +4.5% | 3,840 | 0.0% | 0.08% | -2.4% |
| Q2 2017 | $224,000 | +2.3% | 3,840 | 0.0% | 0.08% | -2.4% |
| Q1 2017 | $219,000 | – | 3,840 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |