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 | $3,397,555 | -13.2% | 68,156 | -10.0% | 0.13% | -9.6% |
| Q2 2023 | $3,913,596 | -1.2% | 75,698 | -8.6% | 0.15% | -2.7% |
| Q1 2023 | $3,961,669 | -0.4% | 82,794 | -6.8% | 0.15% | -5.1% |
| Q4 2022 | $3,978,783 | +97.1% | 88,792 | +84.7% | 0.16% | +85.9% |
| Q3 2022 | $2,019,000 | -57.0% | 48,085 | -54.8% | 0.08% | -55.3% |
| Q2 2022 | $4,700,000 | +102.5% | 106,364 | +144.7% | 0.19% | +120.9% |
| Q1 2022 | $2,321,000 | -50.5% | 43,474 | +4.7% | 0.09% | -48.2% |
| Q4 2021 | $4,691,000 | +88.0% | 41,514 | +72.8% | 0.17% | +71.1% |
| Q3 2021 | $2,495,000 | +1.9% | 24,020 | +2.3% | 0.10% | +3.2% |
| Q2 2021 | $2,448,000 | +1.2% | 23,481 | -6.1% | 0.09% | -6.0% |
| Q1 2021 | $2,419,000 | +5.4% | 25,009 | -0.8% | 0.10% | 0.0% |
| Q4 2020 | $2,295,000 | +1.8% | 25,222 | -10.9% | 0.10% | -12.3% |
| Q3 2020 | $2,254,000 | -0.6% | 28,301 | -8.3% | 0.11% | -7.3% |
| Q2 2020 | $2,267,000 | +3.7% | 30,862 | -14.7% | 0.12% | -8.2% |
| Q1 2020 | $2,186,000 | -10.2% | 36,178 | +14.2% | 0.13% | +8.1% |
| Q4 2019 | $2,435,000 | +7.8% | 31,675 | -0.4% | 0.12% | +1.6% |
| Q3 2019 | $2,259,000 | -0.7% | 31,814 | -1.4% | 0.12% | -2.4% |
| Q2 2019 | $2,276,000 | -2.5% | 32,274 | -5.9% | 0.12% | -4.6% |
| Q1 2019 | $2,334,000 | -7.8% | 34,304 | -18.8% | 0.13% | -13.8% |
| Q4 2018 | $2,532,000 | +1.3% | 42,255 | +19.0% | 0.15% | +9.4% |
| Q3 2018 | $2,499,000 | +2.9% | 35,502 | -3.5% | 0.14% | -4.8% |
| Q2 2018 | $2,428,000 | -80.5% | 36,800 | -67.1% | 0.15% | -80.7% |
| Q1 2018 | $12,465,000 | +364.9% | 111,689 | +168.8% | 0.76% | +365.0% |
| Q4 2017 | $2,681,000 | +14.0% | 41,558 | +7.7% | 0.16% | +8.7% |
| Q3 2017 | $2,351,000 | +5.9% | 38,597 | +1.6% | 0.15% | +1.4% |
| Q2 2017 | $2,220,000 | -1.9% | 37,978 | -4.3% | 0.15% | -5.1% |
| Q1 2017 | $2,263,000 | -1.2% | 39,668 | -6.2% | 0.16% | -7.1% |
| Q4 2016 | $2,291,000 | +8.8% | 42,282 | +5.1% | 0.17% | +3.1% |
| Q3 2016 | $2,106,000 | -33.2% | 40,246 | -35.8% | 0.16% | -37.3% |
| Q2 2016 | $3,153,000 | -91.2% | 62,692 | -91.4% | 0.26% | -92.4% |
| Q1 2016 | $35,751,000 | 0.0% | 729,017 | 0.0% | 3.42% | 0.0% |
| Q4 2015 | $35,751,000 | -14.7% | 729,017 | -19.3% | 3.42% | -26.4% |
| Q3 2015 | $41,908,000 | -23.1% | 903,577 | -16.7% | 4.65% | +29.0% |
| Q2 2015 | $54,499,000 | -15.5% | 1,084,981 | -15.1% | 3.61% | -48.4% |
| Q1 2015 | $64,527,000 | -0.7% | 1,278,271 | -2.0% | 6.99% | +6.4% |
| Q4 2014 | $64,986,000 | +6.6% | 1,304,408 | +1.7% | 6.58% | +3.2% |
| Q3 2014 | $60,961,000 | +75.3% | 1,282,383 | +76.0% | 6.37% | +77.6% |
| Q2 2014 | $34,775,000 | -21.1% | 728,738 | -24.4% | 3.59% | -23.9% |
| Q1 2014 | $44,057,000 | +7.6% | 963,841 | +5.9% | 4.72% | +9.8% |
| Q4 2013 | $40,961,000 | +62.6% | 910,038 | +48.5% | 4.30% | +47.6% |
| Q3 2013 | $25,184,000 | +13.0% | 612,903 | +7.0% | 2.91% | +6.9% |
| Q2 2013 | $22,282,000 | +1038.0% | 572,663 | +1009.7% | 2.72% | +2209.3% |
| Q1 2013 | $1,958,000 | – | 51,606 | – | 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% |