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 | $1,536,429 | +8.5% | 30,821 | +12.6% | 0.18% | +14.6% |
| Q2 2023 | $1,415,574 | -8.2% | 27,381 | -15.1% | 0.16% | -14.1% |
| Q1 2023 | $1,542,565 | +5452.4% | 32,237 | +5099.5% | 0.18% | +6033.3% |
| Q4 2022 | $27,782 | +6.9% | 620 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | -56.7% | 620 | -54.0% | 0.00% | -62.5% |
| Q2 2022 | $60,000 | -6.2% | 1,347 | +12.4% | 0.01% | +14.3% |
| Q1 2022 | $64,000 | +33.3% | 1,198 | +181.9% | 0.01% | +16.7% |
| Q4 2021 | $48,000 | +9.1% | 425 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $44,000 | 0.0% | 424 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $44,000 | +91.3% | 423 | +80.8% | 0.01% | +100.0% |
| Q1 2021 | $23,000 | +9.5% | 234 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $21,000 | +425.0% | 234 | +387.5% | 0.00% | +200.0% |
| Q3 2020 | $4,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | +33.3% | 48 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -25.0% | 48 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | +33.3% | 48 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | -89.7% | 48 | -90.0% | 0.00% | -83.3% |
| Q4 2018 | $29,000 | +625.0% | 480 | +788.9% | 0.01% | +500.0% |
| Q3 2018 | $4,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | -33.3% | 54 | -55.7% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | +20.0% | 122 | +13.0% | 0.00% | 0.0% |
| Q2 2015 | $5,000 | +66.7% | 108 | +74.2% | 0.00% | 0.0% |
| Q1 2015 | $3,000 | -40.0% | 62 | -34.7% | 0.00% | 0.0% |
| Q4 2014 | $5,000 | +25.0% | 95 | +13.1% | 0.00% | 0.0% |
| Q3 2014 | $4,000 | +33.3% | 84 | +40.0% | 0.00% | 0.0% |
| Q2 2014 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $3,000 | – | 60 | – | 0.00% | – |
Download | ||||||
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% |