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 | $474 | -10.4% | 9,503 | -7.1% | 0.04% | -4.9% |
| Q2 2023 | $529 | +7.3% | 10,224 | -0.7% | 0.04% | +2.5% |
| Q1 2023 | $493 | +14.4% | 10,299 | +7.1% | 0.04% | +8.1% |
| Q4 2022 | $431 | -99.9% | 9,618 | -1.5% | 0.04% | -5.1% |
| Q3 2022 | $410,000 | -34.5% | 9,761 | -31.1% | 0.04% | -29.1% |
| Q2 2022 | $626,000 | -9.5% | 14,160 | +9.2% | 0.06% | +1.9% |
| Q1 2022 | $692,000 | -14.5% | 12,968 | +81.1% | 0.05% | -14.3% |
| Q4 2021 | $809,000 | +25.6% | 7,159 | +15.4% | 0.06% | +16.7% |
| Q3 2021 | $644,000 | -35.4% | 6,201 | -35.1% | 0.05% | -34.9% |
| Q2 2021 | $997,000 | +261.2% | 9,561 | +235.0% | 0.08% | +260.9% |
| Q1 2021 | $276,000 | +18.5% | 2,854 | +11.3% | 0.02% | 0.0% |
| Q4 2020 | $233,000 | +13.1% | 2,564 | -0.7% | 0.02% | -4.2% |
| Q3 2020 | $206,000 | -68.7% | 2,581 | -69.8% | 0.02% | -70.7% |
| Q4 2019 | $658,000 | +8.8% | 8,558 | +0.5% | 0.08% | 0.0% |
| Q3 2019 | $605,000 | +198.0% | 8,512 | +72.7% | 0.08% | +51.9% |
| Q3 2013 | $203,000 | – | 4,930 | – | 0.05% | – |
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% |