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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,802,690 | +7.4% | 54,211 | -0.6% | 0.32% | -17.9% |
| Q1 2023 | $2,610,422 | -8.7% | 54,554 | -15.7% | 0.39% | -49.4% |
| Q2 2022 | $2,860,000 | -46.7% | 64,711 | -35.7% | 0.77% | -9.9% |
| Q1 2022 | $5,369,000 | -52.7% | 100,562 | -7.9% | 0.86% | -59.3% |
| Q3 2021 | $11,341,000 | -0.2% | 109,197 | +0.2% | 2.10% | -8.0% |
| Q2 2021 | $11,360,000 | +7.7% | 108,946 | -0.1% | 2.28% | -23.7% |
| Q1 2021 | $10,551,000 | +21.1% | 109,095 | +13.9% | 2.99% | +6.6% |
| Q4 2020 | $8,715,000 | +14.5% | 95,778 | -7.5% | 2.81% | -10.7% |
| Q3 2020 | $7,609,000 | – | 103,573 | – | 3.14% | – |
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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% |