SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 889 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,879,531 | +8.4% | 93,519 | +5.3% | 4.50% | +5.5% |
| Q1 2024 | $5,421,476 | +12.5% | 88,804 | +2.6% | 4.27% | +5.2% |
| Q4 2023 | $4,820,118 | +13.1% | 86,584 | +1.3% | 4.06% | +0.2% |
| Q3 2023 | $4,261,359 | -2.1% | 85,484 | +1.5% | 4.05% | +3.2% |
| Q2 2023 | $4,353,528 | +8.0% | 84,208 | -0.1% | 3.92% | +1.3% |
| Q1 2023 | $4,031,716 | +4.9% | 84,257 | -1.7% | 3.88% | -1.6% |
| Q4 2022 | $3,841,753 | +9.8% | 85,734 | +2.9% | 3.94% | -3.3% |
| Q3 2022 | $3,499,000 | -0.5% | 83,319 | +4.6% | 4.07% | +5.4% |
| Q2 2022 | $3,518,000 | -18.5% | 79,619 | -1.5% | 3.86% | -1.2% |
| Q1 2022 | $4,315,000 | -2.2% | 80,819 | +106.9% | 3.91% | -1.7% |
| Q4 2021 | $4,414,000 | – | 39,060 | – | 3.98% | – |
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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% |