SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,703,311 | -2.7% | 34,169 | +1.0% | 0.03% | +6.7% |
| Q2 2023 | $1,749,876 | +16.6% | 33,847 | +7.9% | 0.03% | -3.2% |
| Q1 2023 | $1,501,327 | -1.6% | 31,376 | -7.9% | 0.03% | -6.1% |
| Q4 2022 | $1,525,767 | +13.3% | 34,050 | +6.2% | 0.03% | +6.5% |
| Q3 2022 | $1,347,000 | +28.3% | 32,071 | +34.9% | 0.03% | +34.8% |
| Q2 2022 | $1,050,000 | -6.5% | 23,771 | +13.0% | 0.02% | +15.0% |
| Q1 2022 | $1,123,000 | -7.7% | 21,038 | +95.3% | 0.02% | -4.8% |
| Q4 2021 | $1,217,000 | +3.7% | 10,772 | -4.7% | 0.02% | -4.5% |
| Q3 2021 | $1,174,000 | -16.5% | 11,300 | -16.2% | 0.02% | -12.0% |
| Q2 2021 | $1,406,000 | +8.3% | 13,483 | +0.5% | 0.02% | 0.0% |
| Q1 2021 | $1,298,000 | -4.4% | 13,417 | -10.1% | 0.02% | -10.7% |
| Q4 2020 | $1,358,000 | +16.7% | 14,925 | +2.1% | 0.03% | 0.0% |
| Q3 2020 | $1,164,000 | +16.2% | 14,622 | +7.2% | 0.03% | +12.0% |
| Q2 2020 | $1,002,000 | +17.6% | 13,635 | -3.3% | 0.02% | -3.8% |
| Q1 2020 | $852,000 | -24.4% | 14,100 | -3.8% | 0.03% | +4.0% |
| Q4 2019 | $1,127,000 | +1.3% | 14,655 | -6.5% | 0.02% | -3.8% |
| Q3 2019 | $1,113,000 | +3.8% | 15,669 | +3.1% | 0.03% | +4.0% |
| Q2 2019 | $1,072,000 | -0.5% | 15,197 | -3.9% | 0.02% | +4.2% |
| Q1 2019 | $1,077,000 | +17.6% | 15,821 | +3.5% | 0.02% | 0.0% |
| Q4 2018 | $916,000 | -4.9% | 15,282 | +11.7% | 0.02% | +20.0% |
| Q3 2018 | $963,000 | +27.5% | 13,683 | +19.6% | 0.02% | +25.0% |
| Q2 2018 | $755,000 | +3.7% | 11,441 | +0.2% | 0.02% | +14.3% |
| Q1 2018 | $728,000 | +3.1% | 11,420 | +4.3% | 0.01% | 0.0% |
| Q4 2017 | $706,000 | +4.9% | 10,950 | -0.9% | 0.01% | +16.7% |
| Q3 2017 | $673,000 | +1.5% | 11,048 | -2.6% | 0.01% | -7.7% |
| Q2 2017 | $663,000 | +1.4% | 11,348 | -0.9% | 0.01% | +8.3% |
| Q1 2017 | $654,000 | +3.5% | 11,456 | -1.7% | 0.01% | -7.7% |
| Q4 2016 | $632,000 | +2.4% | 11,658 | -1.2% | 0.01% | +8.3% |
| Q3 2016 | $617,000 | +11.8% | 11,796 | +7.4% | 0.01% | 0.0% |
| Q2 2016 | $552,000 | -7.7% | 10,979 | -9.6% | 0.01% | -7.7% |
| Q1 2016 | $598,000 | +47.3% | 12,142 | +46.6% | 0.01% | +44.4% |
| Q4 2015 | $406,000 | +7.4% | 8,283 | +1.5% | 0.01% | +12.5% |
| Q3 2015 | $378,000 | -12.3% | 8,158 | -5.0% | 0.01% | 0.0% |
| Q2 2015 | $431,000 | +13.4% | 8,583 | +14.1% | 0.01% | +14.3% |
| Q1 2015 | $380,000 | +3.5% | 7,523 | +2.2% | 0.01% | 0.0% |
| Q4 2014 | $367,000 | +7.6% | 7,358 | +2.6% | 0.01% | 0.0% |
| Q3 2014 | $341,000 | +50.2% | 7,173 | +50.9% | 0.01% | +75.0% |
| Q2 2014 | $227,000 | +7.1% | 4,753 | +2.4% | 0.00% | 0.0% |
| Q1 2014 | $212,000 | – | 4,643 | – | 0.00% | – |
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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% |