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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $277,000 | -12.9% | 2,452 | -19.7% | 0.00% | 0.0% |
| Q4 2021 | $318,000 | 0.0% | 3,053 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $318,000 | 0.0% | 3,053 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $318,000 | -77.5% | 3,053 | -79.1% | 0.00% | -75.0% |
| Q1 2021 | $1,414,000 | +7.4% | 14,624 | +1.0% | 0.00% | 0.0% |
| Q4 2020 | $1,317,000 | +506.9% | 14,479 | +431.3% | 0.00% | +300.0% |
| Q3 2020 | $217,000 | -3.1% | 2,725 | -6.4% | 0.00% | 0.0% |
| Q4 2019 | $224,000 | +6.2% | 2,912 | -2.1% | 0.00% | 0.0% |
| Q3 2019 | $211,000 | -23.0% | 2,975 | -23.5% | 0.00% | 0.0% |
| Q2 2019 | $274,000 | +34.3% | 3,891 | +29.7% | 0.00% | 0.0% |
| Q1 2019 | $204,000 | -3.8% | 3,000 | -0.5% | 0.00% | 0.0% |
| Q4 2018 | $212,000 | 0.0% | 3,015 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $212,000 | – | 3,015 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,241,990 | $140,357,000 | 41.02% |
| Evergreen Advisors, LLC | 988,458 | $111,706,000 | 38.11% |
| Socha Financial Group, LLC | 437,907 | $49,487,823 | 37.57% |
| Strid Group, LLC | 1,183,312 | $133,748,000 | 27.41% |
| Morton Brown Family Wealth, LLC | 312,427 | $35,314,000 | 27.06% |
| AGILIS PARTNERS LLC | 472,544 | $53,402,000 | 26.72% |
| Members Advisory Group LLC | 357,871 | $40,442,000 | 26.70% |
| Evensky & Katz LLC | 2,001,636 | $226,205,000 | 21.79% |
| JBJ Investment Partners, LLC | 802,463 | $90,686,000 | 18.71% |
| Hanson & Doremus Investment Management | 773,553 | $87,419,000 | 18.70% |