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 | $63,598,661 | +5.0% | 1,011,590 | +1.9% | 29.76% | +12.0% |
| Q1 2024 | $60,598,167 | +10.0% | 992,599 | +0.3% | 26.58% | +0.5% |
| Q4 2023 | $55,113,465 | +11.0% | 990,003 | -0.6% | 26.44% | +0.2% |
| Q3 2023 | $49,637,787 | +1.1% | 995,743 | +4.9% | 26.40% | +2.0% |
| Q2 2023 | $49,081,341 | +13.2% | 949,349 | +4.8% | 25.87% | -7.6% |
| Q1 2023 | $43,359,993 | +7.5% | 906,165 | +0.7% | 27.99% | -2.1% |
| Q4 2022 | $40,326,990 | +9.4% | 899,955 | +2.5% | 28.60% | -9.6% |
| Q3 2022 | $36,853,414 | -3.8% | 877,671 | +1.2% | 31.64% | -19.3% |
| Q2 2022 | $38,308,011 | -17.8% | 866,893 | -0.6% | 39.22% | +2.7% |
| Q1 2022 | $46,584,025 | -5.9% | 872,523 | +99.2% | 38.20% | +1.7% |
| Q4 2021 | $49,487,823 | – | 437,907 | – | 37.57% | – |
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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% |