SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $716 | +8.0% | 13,850 | 0.0% | 0.02% | +5.0% |
| Q1 2023 | $663 | -99.9% | 13,850 | +76.5% | 0.02% | -23.1% |
| Q4 2021 | $887,000 | +8.8% | 7,847 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $815,000 | -8.9% | 7,847 | -8.6% | 0.03% | -7.1% |
| Q2 2021 | $895,000 | +39.0% | 8,582 | +28.9% | 0.03% | +40.0% |
| Q1 2021 | $644,000 | +37.3% | 6,660 | +29.3% | 0.02% | +25.0% |
| Q4 2020 | $469,000 | +56.9% | 5,151 | +37.3% | 0.02% | +33.3% |
| Q3 2020 | $299,000 | +8.3% | 3,751 | 0.0% | 0.01% | +9.1% |
| Q2 2020 | $276,000 | -50.8% | 3,751 | -48.6% | 0.01% | -47.6% |
| Q4 2019 | $561,000 | +26.6% | 7,303 | +17.1% | 0.02% | +23.5% |
| Q3 2019 | $443,000 | -23.4% | 6,236 | -23.9% | 0.02% | -26.1% |
| Q2 2019 | $578,000 | +79.5% | 8,194 | +73.4% | 0.02% | +64.3% |
| Q1 2019 | $322,000 | – | 4,725 | – | 0.01% | – |
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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% |