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 | $152,641 | +5.9% | 3,062 | +9.9% | 0.00% | – |
| Q2 2023 | $144,088 | -20.9% | 2,787 | -26.8% | 0.00% | – |
| Q1 2023 | $182,261 | +81.5% | 3,809 | +70.0% | 0.00% | – |
| Q4 2022 | $100,419 | +9.2% | 2,241 | +2.8% | 0.00% | – |
| Q3 2022 | $92,000 | -4.2% | 2,181 | 0.0% | 0.00% | – |
| Q2 2022 | $96,000 | -17.9% | 2,181 | -0.9% | 0.00% | – |
| Q1 2022 | $117,000 | -3.3% | 2,200 | +104.8% | 0.00% | – |
| Q4 2021 | $121,000 | -20.4% | 1,074 | -26.6% | 0.00% | – |
| Q3 2021 | $152,000 | -88.8% | 1,464 | -88.8% | 0.00% | -100.0% |
| Q2 2021 | $1,360,000 | +7.2% | 13,047 | -0.5% | 0.00% | 0.0% |
| Q1 2021 | $1,269,000 | +38.2% | 13,119 | +30.0% | 0.00% | 0.0% |
| Q4 2020 | $918,000 | +14.6% | 10,091 | +0.4% | 0.00% | 0.0% |
| Q3 2020 | $801,000 | +9.9% | 10,054 | +1.4% | 0.00% | 0.0% |
| Q2 2020 | $729,000 | +333.9% | 9,920 | +257.6% | 0.00% | – |
| Q1 2020 | $168,000 | -27.0% | 2,774 | -7.2% | 0.00% | – |
| Q4 2019 | $230,000 | +17.3% | 2,990 | +8.3% | 0.00% | – |
| Q3 2019 | $196,000 | -3.9% | 2,762 | -4.5% | 0.00% | – |
| Q2 2019 | $204,000 | +2.5% | 2,892 | -0.9% | 0.00% | – |
| Q1 2019 | $199,000 | +15.0% | 2,919 | +1.2% | 0.00% | – |
| Q4 2018 | $173,000 | -14.4% | 2,883 | +0.7% | 0.00% | – |
| Q3 2018 | $202,000 | -25.2% | 2,863 | -29.9% | 0.00% | – |
| Q2 2018 | $270,000 | +58.8% | 4,084 | +52.9% | 0.00% | – |
| Q1 2018 | $170,000 | +3.7% | 2,671 | +5.2% | 0.00% | – |
| Q4 2017 | $164,000 | +6.5% | 2,540 | +0.5% | 0.00% | – |
| Q3 2017 | $154,000 | +4.8% | 2,528 | +0.4% | 0.00% | – |
| Q2 2017 | $147,000 | -22.2% | 2,517 | -24.2% | 0.00% | – |
| Q1 2017 | $189,000 | -38.0% | 3,321 | -40.9% | 0.00% | – |
| Q4 2016 | $305,000 | +4.5% | 5,623 | +0.6% | 0.00% | – |
| Q3 2016 | $292,000 | -9.0% | 5,587 | -12.3% | 0.00% | – |
| Q2 2016 | $321,000 | +2.6% | 6,370 | +0.4% | 0.00% | – |
| Q1 2016 | $313,000 | -7.7% | 6,344 | -8.1% | 0.00% | – |
| Q4 2015 | $339,000 | +6.3% | 6,904 | +0.4% | 0.00% | – |
| Q3 2015 | $319,000 | -7.3% | 6,877 | +0.4% | 0.00% | – |
| Q2 2015 | $344,000 | -0.3% | 6,850 | +0.1% | 0.00% | – |
| Q1 2015 | $345,000 | +1.2% | 6,842 | 0.0% | 0.00% | – |
| Q4 2014 | $341,000 | +3.0% | 6,842 | -1.8% | 0.00% | – |
| Q3 2014 | $331,000 | -87.8% | 6,966 | -87.7% | 0.00% | -100.0% |
| Q2 2014 | $2,713,000 | +4.3% | 56,842 | -0.1% | 0.00% | 0.0% |
| Q1 2014 | $2,600,000 | +744.2% | 56,876 | +731.3% | 0.00% | – |
| Q4 2013 | $308,000 | +9.6% | 6,842 | 0.0% | 0.00% | – |
| Q3 2013 | $281,000 | +5.6% | 6,842 | 0.0% | 0.00% | – |
| Q2 2013 | $266,000 | – | 6,842 | – | 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% |