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 | $1,963,028 | -23.5% | 39,379 | -20.6% | 0.10% | -22.5% |
| Q2 2023 | $2,565,125 | +14.2% | 49,616 | +5.7% | 0.13% | +0.8% |
| Q1 2023 | $2,246,773 | +33.1% | 46,954 | +24.7% | 0.13% | +26.7% |
| Q4 2022 | $1,687,560 | +15.3% | 37,660 | +8.0% | 0.10% | +17.4% |
| Q3 2022 | $1,464,000 | +0.3% | 34,857 | +5.5% | 0.09% | +1.2% |
| Q2 2022 | $1,460,000 | -15.9% | 33,032 | +1.6% | 0.08% | +4.9% |
| Q1 2022 | $1,737,000 | -7.9% | 32,526 | +94.8% | 0.08% | -9.0% |
| Q4 2021 | $1,887,000 | +14.9% | 16,699 | +5.6% | 0.09% | +4.7% |
| Q3 2021 | $1,642,000 | +3.8% | 15,810 | +4.2% | 0.08% | +4.9% |
| Q2 2021 | $1,582,000 | -43.0% | 15,169 | -47.2% | 0.08% | -50.6% |
| Q1 2021 | $2,777,000 | +10.0% | 28,712 | +3.5% | 0.16% | +5.1% |
| Q4 2020 | $2,524,000 | +1.7% | 27,736 | -11.0% | 0.16% | -9.3% |
| Q3 2020 | $2,482,000 | +8.2% | 31,160 | -0.2% | 0.17% | -7.5% |
| Q2 2020 | $2,293,000 | +26.5% | 31,215 | +4.1% | 0.19% | -2.6% |
| Q1 2020 | $1,812,000 | -17.4% | 29,984 | +5.0% | 0.19% | -19.1% |
| Q4 2019 | $2,195,000 | -1.2% | 28,553 | -8.7% | 0.24% | -8.9% |
| Q3 2019 | $2,222,000 | +1.8% | 31,285 | +1.1% | 0.26% | +2.0% |
| Q2 2019 | $2,183,000 | +6.1% | 30,952 | +2.4% | 0.25% | +2.0% |
| Q1 2019 | $2,058,000 | +19.6% | 30,239 | +5.3% | 0.25% | +0.4% |
| Q4 2018 | $1,721,000 | -12.9% | 28,717 | +2.4% | 0.25% | +2.1% |
| Q3 2018 | $1,975,000 | +7.6% | 28,051 | +0.9% | 0.24% | +3.0% |
| Q2 2018 | $1,835,000 | +36.0% | 27,809 | +31.5% | 0.24% | +26.9% |
| Q1 2018 | $1,349,000 | +0.7% | 21,145 | +1.8% | 0.19% | +14.8% |
| Q4 2017 | $1,340,000 | +2.1% | 20,762 | -3.6% | 0.16% | -4.1% |
| Q3 2017 | $1,312,000 | +5.2% | 21,545 | +1.0% | 0.17% | -4.0% |
| Q2 2017 | $1,247,000 | -99.7% | 21,324 | +215.7% | 0.18% | +27.5% |
| Q4 2016 | $365,984,000 | -59.8% | 6,755 | -61.2% | 0.14% | -6.1% |
| Q3 2016 | $910,677,000 | +104215.8% | 17,406 | +0.3% | 0.15% | -4.5% |
| Q2 2016 | $873,000 | -99.9% | 17,349 | -0.7% | 0.15% | -2.5% |
| Q1 2016 | $860,690,000 | +102730.3% | 17,465 | +2.3% | 0.16% | -3.1% |
| Q4 2015 | $837,000 | +6.2% | 17,072 | +0.5% | 0.16% | -3.0% |
| Q3 2015 | $788,000 | – | 16,987 | – | 0.17% | – |
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% |