SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 742 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.65 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,365,528 | +7.7% | 167,814 | +11.7% | 0.00% | 0.0% |
| Q2 2023 | $7,766,736 | -2.7% | 150,227 | -9.9% | 0.00% | 0.0% |
| Q1 2023 | $7,981,763 | +218.9% | 166,808 | +198.7% | 0.00% | +100.0% |
| Q4 2022 | $2,502,549 | +41.9% | 55,848 | +32.9% | 0.00% | – |
| Q3 2022 | $1,764,000 | -64.8% | 42,016 | -63.0% | 0.00% | -100.0% |
| Q2 2022 | $5,018,000 | +5.0% | 113,554 | +26.9% | 0.00% | 0.0% |
| Q1 2022 | $4,778,000 | -49.5% | 89,498 | +7.0% | 0.00% | -50.0% |
| Q4 2021 | $9,455,000 | +376.8% | 83,669 | +338.1% | 0.00% | – |
| Q3 2021 | $1,983,000 | -68.6% | 19,097 | -68.5% | 0.00% | -100.0% |
| Q2 2021 | $6,315,000 | +8.9% | 60,566 | +1.0% | 0.00% | 0.0% |
| Q1 2021 | $5,799,000 | +6.3% | 59,966 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,456,000 | +14.2% | 59,966 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,776,000 | +0.1% | 59,966 | -7.6% | 0.00% | 0.0% |
| Q2 2020 | $4,769,000 | -1.5% | 64,904 | -19.0% | 0.00% | -50.0% |
| Q1 2020 | $4,840,000 | +1012.6% | 80,096 | +1315.6% | 0.00% | – |
| Q4 2019 | $435,000 | -81.1% | 5,658 | -82.5% | 0.00% | -100.0% |
| Q3 2019 | $2,300,000 | +0.7% | 32,391 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,285,000 | -94.0% | 32,391 | -94.2% | 0.00% | -90.9% |
| Q1 2019 | $38,039,000 | +166.8% | 558,984 | +135.0% | 0.01% | +120.0% |
| Q4 2018 | $14,255,000 | +3419.8% | 237,860 | +2781.1% | 0.01% | – |
| Q4 2015 | $405,000 | -68.1% | 8,256 | -69.1% | 0.00% | – |
| Q3 2014 | $1,269,000 | +4.3% | 26,697 | +4.7% | 0.00% | – |
| Q2 2014 | $1,217,000 | -79.3% | 25,499 | -80.2% | 0.00% | -100.0% |
| Q1 2014 | $5,893,000 | +152.2% | 128,920 | +148.3% | 0.00% | +100.0% |
| Q4 2013 | $2,337,000 | +294.8% | 51,923 | +260.2% | 0.00% | – |
| Q3 2013 | $592,000 | -25.8% | 14,416 | -29.8% | 0.00% | – |
| Q2 2013 | $798,000 | +147.8% | 20,521 | +120.4% | 0.00% | – |
| Q3 2012 | $322,000 | +11.8% | 9,310 | +9.8% | 0.00% | – |
| Q1 2012 | $288,000 | – | 8,481 | – | 0.00% | – |
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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% |