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 2022 | $300,000 | +1.0% | 7,155 | +6.4% | 0.01% | 0.0% |
| Q2 2022 | $297,000 | -17.3% | 6,726 | +0.1% | 0.01% | -12.5% |
| Q1 2022 | $359,000 | -5.5% | 6,718 | +100.0% | 0.02% | -11.1% |
| Q4 2021 | $380,000 | +8.9% | 3,359 | 0.0% | 0.02% | -5.3% |
| Q3 2021 | $349,000 | -0.3% | 3,359 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $350,000 | +28.2% | 3,359 | +18.9% | 0.02% | +5.3% |
| Q1 2021 | $273,000 | +6.2% | 2,825 | 0.0% | 0.02% | +5.6% |
| Q4 2020 | $257,000 | +16.8% | 2,825 | +2.0% | 0.02% | 0.0% |
| Q3 2020 | $220,000 | -6.4% | 2,769 | -13.5% | 0.02% | -10.0% |
| Q2 2020 | $235,000 | – | 3,203 | – | 0.02% | – |
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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% |