SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $926,838 | -3.6% | 18,593 | 0.0% | 0.07% | -2.8% |
| Q2 2023 | $961,234 | +8.0% | 18,593 | 0.0% | 0.07% | 0.0% |
| Q1 2023 | $889,652 | +1.3% | 18,593 | -5.1% | 0.07% | -5.3% |
| Q4 2022 | $877,941 | +6.7% | 19,593 | 0.0% | 0.08% | -2.6% |
| Q3 2022 | $823,000 | -5.0% | 19,593 | 0.0% | 0.08% | +2.7% |
| Q2 2022 | $866,000 | -17.2% | 19,593 | 0.0% | 0.08% | -5.1% |
| Q1 2022 | $1,046,000 | -5.5% | 19,593 | +99.9% | 0.08% | +1.3% |
| Q4 2021 | $1,107,000 | +8.7% | 9,799 | 0.0% | 0.08% | -2.5% |
| Q3 2021 | $1,018,000 | -0.4% | 9,799 | 0.0% | 0.08% | -3.6% |
| Q2 2021 | $1,022,000 | +7.8% | 9,799 | 0.0% | 0.08% | -2.4% |
| Q1 2021 | $948,000 | +6.3% | 9,799 | 0.0% | 0.08% | -5.6% |
| Q4 2020 | $892,000 | +119.2% | 9,799 | +91.9% | 0.09% | +83.7% |
| Q3 2020 | $407,000 | +8.5% | 5,106 | 0.0% | 0.05% | -2.0% |
| Q2 2020 | $375,000 | +21.4% | 5,106 | 0.0% | 0.05% | -2.0% |
| Q1 2020 | $309,000 | -21.4% | 5,106 | 0.0% | 0.05% | -1.9% |
| Q4 2019 | $393,000 | +8.3% | 5,106 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $363,000 | +0.8% | 5,106 | 0.0% | 0.05% | -3.7% |
| Q2 2019 | $360,000 | – | 5,106 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,185,199 | $108,932,164 | 39.30% |
| HT Partners LLC | 2,221,348 | $110,734,202 | 33.09% |
| Socha Financial Group, LLC | 995,743 | $49,637,787 | 26.40% |
| Morton Brown Family Wealth, LLC | 1,007,164 | $50,207,111 | 25.67% |
| Strid Group, LLC | 2,452,051 | $122,234,750 | 25.55% |
| Members Advisory Group LLC | 747,794 | $37,277,554 | 24.08% |
| MYECFO, LLC | 690,115 | $34,466,005 | 23.90% |
| FREEDOM WEALTH ALLIANCE, LLC | 270,045 | $13,461,742 | 22.15% |
| Hanson & Doremus Investment Management | 1,898,228 | $94,627 | 19.52% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,985,574 | $148,830,844 | 19.42% |