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 | $13,857 | -10.5% | 277,971 | -7.2% | 0.06% | -8.5% |
| Q2 2023 | $15,480 | +12.5% | 299,427 | +4.2% | 0.07% | +6.0% |
| Q1 2023 | $13,755 | -15.5% | 287,463 | -20.9% | 0.07% | -20.2% |
| Q4 2022 | $16,279 | -99.9% | 363,279 | +4.7% | 0.08% | +2.4% |
| Q3 2022 | $14,574,000 | +33.7% | 347,094 | +40.7% | 0.08% | +39.0% |
| Q2 2022 | $10,904,000 | -24.1% | 246,759 | -8.3% | 0.06% | -10.6% |
| Q1 2022 | $14,373,000 | +8.8% | 269,211 | +130.4% | 0.07% | +11.9% |
| Q4 2021 | $13,207,000 | -7.3% | 116,866 | -14.8% | 0.06% | -15.7% |
| Q3 2021 | $14,248,000 | +1.9% | 137,181 | +2.3% | 0.07% | +4.5% |
| Q2 2021 | $13,987,000 | +11.4% | 134,145 | +3.3% | 0.07% | -1.5% |
| Q1 2021 | $12,558,000 | +68.9% | 129,851 | +58.9% | 0.07% | +58.1% |
| Q4 2020 | $7,435,000 | +10.7% | 81,709 | -3.1% | 0.04% | -4.4% |
| Q3 2020 | $6,718,000 | -23.1% | 84,349 | -29.1% | 0.04% | -31.8% |
| Q2 2020 | $8,737,000 | +19.7% | 118,913 | -1.5% | 0.07% | -5.7% |
| Q1 2020 | $7,297,000 | -53.3% | 120,753 | -40.6% | 0.07% | -42.1% |
| Q4 2019 | $15,617,000 | +36.8% | 203,140 | +26.4% | 0.12% | +21.0% |
| Q3 2019 | $11,412,000 | +20.1% | 160,690 | +19.3% | 0.10% | +14.9% |
| Q2 2019 | $9,501,000 | +11.4% | 134,704 | +7.5% | 0.09% | +6.1% |
| Q1 2019 | $8,525,000 | -20.9% | 125,276 | -30.4% | 0.08% | -31.1% |
| Q4 2018 | $10,783,000 | -24.5% | 179,924 | -11.3% | 0.12% | -12.5% |
| Q3 2018 | $14,278,000 | +31.5% | 202,846 | +23.2% | 0.14% | +18.3% |
| Q2 2018 | $10,861,000 | +7.2% | 164,585 | +3.6% | 0.12% | +0.9% |
| Q1 2018 | $10,132,000 | -8.3% | 158,840 | -7.3% | 0.11% | -12.3% |
| Q4 2017 | $11,051,000 | +28.3% | 171,285 | +21.2% | 0.13% | +12.1% |
| Q3 2017 | $8,611,000 | +44.3% | 141,365 | +38.4% | 0.12% | +31.8% |
| Q2 2017 | $5,969,000 | -31.3% | 102,107 | -32.9% | 0.09% | -40.5% |
| Q1 2017 | $8,684,000 | +16.1% | 152,199 | +10.3% | 0.15% | +5.7% |
| Q4 2016 | $7,478,000 | +41.1% | 138,013 | +36.3% | 0.14% | +42.9% |
| Q3 2016 | $5,298,000 | +65.9% | 101,266 | +59.5% | 0.10% | +44.1% |
| Q2 2016 | $3,193,000 | -35.4% | 63,471 | -36.7% | 0.07% | -39.3% |
| Q1 2016 | $4,943,000 | +8.4% | 100,295 | +7.9% | 0.11% | +3.7% |
| Q4 2015 | $4,558,000 | +11.7% | 92,951 | +5.6% | 0.11% | -7.7% |
| Q3 2015 | $4,082,000 | +83.8% | 88,020 | +99.1% | 0.12% | +91.8% |
| Q2 2015 | $2,221,000 | -18.3% | 44,215 | -17.9% | 0.06% | -20.8% |
| Q1 2015 | $2,719,000 | +0.3% | 53,866 | -1.0% | 0.08% | -8.3% |
| Q4 2014 | $2,710,000 | +34.6% | 54,386 | +28.4% | 0.08% | +42.4% |
| Q3 2014 | $2,014,000 | +45.6% | 42,365 | +46.2% | 0.06% | +22.9% |
| Q2 2014 | $1,383,000 | -24.3% | 28,978 | -27.5% | 0.05% | -30.4% |
| Q1 2014 | $1,827,000 | +9.1% | 39,962 | +7.4% | 0.07% | 0.0% |
| Q4 2013 | $1,675,000 | +19.8% | 37,221 | +9.4% | 0.07% | +13.1% |
| Q3 2013 | $1,398,000 | +51.1% | 34,012 | +43.1% | 0.06% | +29.8% |
| Q2 2013 | $925,000 | – | 23,762 | – | 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% |