SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 728 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.43 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,781,341 | +17.6% | 577,359 | +21.9% | 5.80% | +24.1% |
| Q2 2023 | $24,482,109 | +116587.0% | 473,542 | +8.0% | 4.68% | -1.8% |
| Q1 2023 | $20,981 | +9.2% | 438,476 | +2.2% | 4.76% | +15.5% |
| Q4 2022 | $19,220 | -99.9% | 428,927 | +18.5% | 4.12% | +24.7% |
| Q3 2022 | $15,193,000 | +13.0% | 361,823 | +18.9% | 3.30% | +16.5% |
| Q2 2022 | $13,442,000 | -10.3% | 304,191 | +8.4% | 2.84% | +13.8% |
| Q1 2022 | $14,983,000 | -5.8% | 280,633 | +99.4% | 2.49% | -1.9% |
| Q4 2021 | $15,902,000 | +13.6% | 140,709 | +4.4% | 2.54% | +4.2% |
| Q3 2021 | $13,995,000 | +8.2% | 134,748 | +8.6% | 2.44% | +8.8% |
| Q2 2021 | $12,934,000 | +15.7% | 124,040 | +7.3% | 2.24% | +9.8% |
| Q1 2021 | $11,182,000 | +7.6% | 115,626 | +1.2% | 2.04% | +8.2% |
| Q4 2020 | $10,393,000 | +22.9% | 114,223 | +7.6% | 1.88% | +5.4% |
| Q3 2020 | $8,454,000 | +32.4% | 106,154 | +22.2% | 1.79% | -6.0% |
| Q2 2020 | $6,384,000 | +140.1% | 86,887 | +97.5% | 1.90% | +89.5% |
| Q1 2020 | $2,659,000 | -15.5% | 44,001 | +7.5% | 1.00% | +10.3% |
| Q4 2019 | $3,146,000 | +76.7% | 40,919 | +63.3% | 0.91% | +63.3% |
| Q3 2019 | $1,780,000 | +465.1% | 25,060 | +460.6% | 0.56% | +475.3% |
| Q2 2019 | $315,000 | -3.1% | 4,470 | -6.4% | 0.10% | +2.1% |
| Q1 2019 | $325,000 | -7.7% | 4,778 | -18.6% | 0.10% | -18.8% |
| Q4 2018 | $352,000 | – | 5,871 | – | 0.12% | – |
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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% |