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 | $20,846,024 | -3.7% | 418,175 | -0.1% | 0.67% | -6.6% |
| Q2 2023 | $21,640,896 | +8.0% | 418,586 | -0.1% | 0.72% | +3.8% |
| Q1 2023 | $20,042,786 | +6.8% | 418,867 | -0.0% | 0.69% | +1.8% |
| Q4 2022 | $18,770,551 | +6.7% | 418,892 | 0.0% | 0.68% | -24.6% |
| Q3 2022 | $17,589,000 | -5.1% | 418,892 | -0.1% | 0.90% | -6.5% |
| Q2 2022 | $18,530,000 | -17.3% | 419,323 | -0.1% | 0.96% | -9.2% |
| Q1 2022 | $22,404,000 | -6.2% | 419,622 | +98.5% | 1.06% | -4.8% |
| Q4 2021 | $23,896,000 | +7.6% | 211,448 | -1.1% | 1.12% | 0.0% |
| Q3 2021 | $22,198,000 | -2.8% | 213,733 | -2.4% | 1.12% | -11.8% |
| Q2 2021 | $22,842,000 | +7.2% | 219,062 | -0.6% | 1.26% | -4.7% |
| Q1 2021 | $21,313,000 | +5.7% | 220,378 | -0.5% | 1.33% | -1.0% |
| Q4 2020 | $20,157,000 | +10.5% | 221,526 | -3.3% | 1.34% | -3.9% |
| Q3 2020 | $18,238,000 | +6.8% | 228,999 | -1.4% | 1.39% | +1.5% |
| Q2 2020 | $17,069,000 | -99.9% | 232,330 | -13.2% | 1.37% | -7.1% |
| Q1 2020 | $16,182,671,000 | +309616.2% | 267,792 | +294.0% | 1.48% | +273.5% |
| Q4 2019 | $5,225,000 | +4.7% | 67,959 | -3.3% | 0.40% | -9.4% |
| Q3 2019 | $4,990,000 | -0.7% | 70,259 | -1.4% | 0.44% | +7.9% |
| Q2 2019 | $5,025,000 | +0.7% | 71,241 | -2.8% | 0.40% | -4.9% |
| Q1 2019 | $4,988,000 | +13.6% | 73,295 | +0.1% | 0.43% | +1.7% |
| Q4 2018 | $4,389,000 | – | 73,233 | – | 0.42% | – |
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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% |