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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $378,000 | -5.5% | 7,074 | +100.0% | 0.02% | +6.2% |
| Q4 2021 | $400,000 | +9.0% | 3,537 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $367,000 | -0.5% | 3,537 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $369,000 | -78.5% | 3,537 | -80.1% | 0.02% | -80.0% |
| Q1 2021 | $1,720,000 | +6.6% | 17,788 | +0.3% | 0.08% | -4.5% |
| Q4 2020 | $1,614,000 | +12.8% | 17,736 | -1.3% | 0.09% | -1.1% |
| Q3 2020 | $1,431,000 | -3.2% | 17,966 | -10.7% | 0.09% | -10.9% |
| Q2 2020 | $1,478,000 | +27.4% | 20,118 | +4.8% | 0.10% | +4.1% |
| Q1 2020 | $1,160,000 | -20.2% | 19,196 | +1.6% | 0.10% | +4.3% |
| Q4 2019 | $1,453,000 | +505.4% | 18,896 | +453.3% | 0.09% | +447.1% |
| Q3 2019 | $240,000 | -82.7% | 3,415 | -82.6% | 0.02% | -82.3% |
| Q2 2019 | $1,387,000 | +3.7% | 19,666 | 0.0% | 0.10% | 0.0% |
| Q1 2019 | $1,338,000 | +552.7% | 19,666 | +475.9% | 0.10% | +500.0% |
| Q4 2018 | $205,000 | -14.6% | 3,415 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $240,000 | +6.7% | 3,415 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $225,000 | +3.2% | 3,415 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $218,000 | -0.9% | 3,415 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $220,000 | +5.8% | 3,415 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $208,000 | +2211.1% | 3,415 | +1607.5% | 0.02% | +1500.0% |
| Q1 2014 | $9,000 | +350.0% | 200 | +263.6% | 0.00% | – |
| Q2 2013 | $2,000 | – | 55 | – | 0.00% | – |
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% |