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 | $3,682,084 | -4.8% | 73,863 | -1.3% | 0.16% | +2.6% |
| Q2 2023 | $3,869,604 | +2.4% | 74,847 | -5.2% | 0.16% | +1.3% |
| Q1 2023 | $3,779,286 | +99485.9% | 78,982 | -6.7% | 0.15% | -6.1% |
| Q4 2022 | $3,795 | -99.9% | 84,688 | +0.0% | 0.16% | -0.6% |
| Q3 2022 | $3,555,000 | -9.8% | 84,669 | -5.1% | 0.16% | -4.7% |
| Q2 2022 | $3,943,000 | -4.9% | 89,237 | +14.9% | 0.17% | +13.2% |
| Q1 2022 | $4,147,000 | -6.2% | 77,682 | +98.6% | 0.15% | -1.3% |
| Q4 2021 | $4,421,000 | +8.8% | 39,117 | -0.0% | 0.15% | -4.9% |
| Q3 2021 | $4,065,000 | -6.6% | 39,135 | -6.2% | 0.16% | -8.0% |
| Q2 2021 | $4,352,000 | +16.4% | 41,742 | +8.0% | 0.18% | +6.0% |
| Q1 2021 | $3,738,000 | +6.3% | 38,653 | +0.0% | 0.17% | -1.8% |
| Q4 2020 | $3,516,000 | +14.3% | 38,647 | +0.0% | 0.17% | -1.2% |
| Q3 2020 | $3,077,000 | +4.6% | 38,639 | -3.5% | 0.17% | +3.0% |
| Q2 2020 | $2,943,000 | +21.6% | 40,057 | +0.0% | 0.17% | +1.8% |
| Q1 2020 | $2,420,000 | -9.3% | 40,049 | +15.4% | 0.16% | +12.4% |
| Q4 2019 | $2,669,000 | +8.6% | 34,713 | +0.3% | 0.14% | +1.4% |
| Q3 2019 | $2,458,000 | -1.7% | 34,606 | -2.4% | 0.14% | -4.7% |
| Q2 2019 | $2,501,000 | +3.5% | 35,458 | -0.1% | 0.15% | -3.8% |
| Q1 2019 | $2,416,000 | +13.6% | 35,502 | +0.0% | 0.16% | +10.6% |
| Q4 2018 | $2,127,000 | -17.6% | 35,493 | -3.2% | 0.14% | -4.7% |
| Q3 2018 | $2,582,000 | +6.4% | 36,677 | -0.3% | 0.15% | -0.7% |
| Q2 2018 | $2,426,000 | -55.9% | 36,770 | -57.4% | 0.15% | -10.8% |
| Q1 2018 | $5,502,000 | +164.9% | 86,240 | +167.9% | 0.17% | +38.0% |
| Q4 2017 | $2,077,000 | +5.0% | 32,194 | -0.9% | 0.12% | 0.0% |
| Q3 2017 | $1,978,000 | +4.2% | 32,480 | +0.0% | 0.12% | +1.7% |
| Q2 2017 | $1,898,000 | +2.4% | 32,474 | +0.0% | 0.12% | +0.8% |
| Q1 2017 | $1,853,000 | +4.7% | 32,467 | -0.6% | 0.12% | -0.8% |
| Q4 2016 | $1,770,000 | +4.2% | 32,674 | +0.7% | 0.12% | +2.6% |
| Q3 2016 | $1,698,000 | +5.0% | 32,450 | +0.9% | 0.12% | +2.7% |
| Q2 2016 | $1,617,000 | +7.2% | 32,151 | +5.1% | 0.11% | +1.8% |
| Q1 2016 | $1,508,000 | -7.4% | 30,593 | -7.8% | 0.11% | -14.0% |
| Q4 2015 | $1,628,000 | +3.1% | 33,193 | -2.5% | 0.13% | -1.5% |
| Q3 2015 | $1,579,000 | +5.3% | 34,047 | +14.0% | 0.13% | +10.1% |
| Q2 2015 | $1,500,000 | -0.5% | 29,867 | 0.0% | 0.12% | -1.7% |
| Q1 2015 | $1,508,000 | +3.6% | 29,867 | +2.2% | 0.12% | -0.8% |
| Q4 2014 | $1,456,000 | +6.6% | 29,229 | +1.7% | 0.12% | -2.4% |
| Q3 2014 | $1,366,000 | -0.4% | 28,729 | 0.0% | 0.12% | -2.3% |
| Q2 2014 | $1,371,000 | +10.4% | 28,729 | +5.8% | 0.13% | 0.0% |
| Q1 2014 | $1,242,000 | +4.1% | 27,165 | +2.5% | 0.13% | -1.5% |
| Q4 2013 | $1,193,000 | +9.6% | 26,505 | 0.0% | 0.13% | 0.0% |
| Q3 2013 | $1,089,000 | +5.6% | 26,505 | 0.0% | 0.13% | +4.0% |
| Q2 2013 | $1,031,000 | – | 26,505 | – | 0.12% | – |
Download | ||||||
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% |