SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,918,983 | +0.5% | 259,157 | +4.2% | 0.65% | +1.7% |
| Q2 2023 | $12,858,855 | +13.8% | 248,721 | +5.3% | 0.64% | +3.2% |
| Q1 2023 | $11,299,787 | +13.4% | 236,150 | +6.2% | 0.62% | +1.5% |
| Q4 2022 | $9,968,528 | -32.2% | 222,462 | -33.1% | 0.61% | -38.7% |
| Q3 2022 | $14,697,000 | 0.0% | 332,587 | 0.0% | 0.99% | 0.0% |
| Q2 2022 | $14,697,000 | +6.5% | 332,587 | +172.3% | 0.99% | +20.7% |
| Q4 2021 | $13,802,000 | -3.1% | 122,127 | -10.9% | 0.82% | +80.7% |
| Q3 2021 | $14,237,000 | +7.2% | 137,081 | +7.6% | 0.46% | +7.3% |
| Q2 2021 | $13,281,000 | +91.5% | 127,375 | +77.6% | 0.42% | +69.6% |
| Q1 2021 | $6,937,000 | – | 71,733 | – | 0.25% | – |
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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% |