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 | $1,887,181 | -20.1% | 37,857 | -17.1% | 0.07% | -22.1% |
| Q2 2023 | $2,361,394 | +25.3% | 45,675 | +16.0% | 0.10% | +15.9% |
| Q1 2023 | $1,884,673 | +4.7% | 39,387 | -1.9% | 0.08% | -3.5% |
| Q4 2022 | $1,799,341 | +1.4% | 40,155 | -5.0% | 0.08% | -8.6% |
| Q3 2022 | $1,775,000 | -9.0% | 42,280 | -4.2% | 0.09% | -8.8% |
| Q2 2022 | $1,951,000 | -0.2% | 44,153 | +20.6% | 0.10% | +5.2% |
| Q1 2022 | $1,955,000 | -8.6% | 36,613 | +93.5% | 0.10% | -9.3% |
| Q4 2021 | $2,139,000 | +17.8% | 18,924 | +8.2% | 0.11% | +3.9% |
| Q3 2021 | $1,816,000 | -5.6% | 17,486 | -5.2% | 0.10% | -12.0% |
| Q2 2021 | $1,924,000 | +14.8% | 18,449 | +6.5% | 0.12% | -12.7% |
| Q1 2021 | $1,676,000 | +12.9% | 17,330 | +6.2% | 0.13% | +18.6% |
| Q4 2020 | $1,485,000 | +14.3% | 16,320 | +0.1% | 0.11% | +1.8% |
| Q3 2020 | $1,299,000 | +17.7% | 16,307 | +8.5% | 0.11% | +7.8% |
| Q2 2020 | $1,104,000 | +9.7% | 15,023 | -9.8% | 0.10% | -6.4% |
| Q1 2020 | $1,006,000 | -17.1% | 16,655 | +5.5% | 0.11% | -17.3% |
| Q4 2019 | $1,214,000 | +0.3% | 15,788 | -7.3% | 0.13% | -9.5% |
| Q3 2019 | $1,210,000 | -3.5% | 17,038 | -4.2% | 0.15% | -9.8% |
| Q2 2019 | $1,254,000 | +17.7% | 17,776 | +13.5% | 0.16% | +5.2% |
| Q1 2019 | $1,065,000 | +3.2% | 15,657 | -9.1% | 0.16% | -11.4% |
| Q4 2018 | $1,032,000 | +344.8% | 17,224 | +423.4% | 0.18% | +326.8% |
| Q3 2018 | $232,000 | -21.1% | 3,291 | -26.2% | 0.04% | -25.5% |
| Q2 2018 | $294,000 | +40.0% | 4,461 | +35.8% | 0.06% | +31.0% |
| Q1 2018 | $210,000 | -0.9% | 3,285 | +0.2% | 0.04% | -6.7% |
| Q4 2017 | $212,000 | +4.4% | 3,280 | -1.6% | 0.04% | -4.3% |
| Q3 2017 | $203,000 | – | 3,334 | – | 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% |