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 | $638,042 | -19.2% | 12,799 | -16.2% | 0.12% | -18.3% |
| Q2 2023 | $790,092 | -13.7% | 15,282 | -20.1% | 0.15% | -8.9% |
| Q1 2023 | $915,526 | +2.0% | 19,133 | -4.5% | 0.17% | +1.8% |
| Q4 2022 | $897,555 | +3.8% | 20,030 | -2.8% | 0.16% | -11.3% |
| Q3 2022 | $865,000 | -13.2% | 20,600 | -8.6% | 0.19% | -8.4% |
| Q2 2022 | $996,000 | -32.4% | 22,544 | -18.3% | 0.20% | -19.8% |
| Q1 2022 | $1,474,000 | -5.6% | 27,600 | +99.9% | 0.25% | 0.0% |
| Q4 2021 | $1,561,000 | +7.5% | 13,810 | -1.2% | 0.25% | -9.0% |
| Q3 2021 | $1,452,000 | -0.3% | 13,977 | 0.0% | 0.28% | -16.3% |
| Q2 2021 | $1,457,000 | +4.3% | 13,977 | -3.2% | 0.33% | -1.8% |
| Q1 2021 | $1,397,000 | -7.1% | 14,443 | -7.1% | 0.34% | -5.3% |
| Q4 2020 | $1,504,000 | +0.7% | 15,553 | -17.1% | 0.36% | -15.6% |
| Q3 2020 | $1,494,000 | +1.1% | 18,758 | -6.7% | 0.42% | -1.6% |
| Q2 2020 | $1,478,000 | +21.6% | 20,113 | +0.0% | 0.43% | +4.9% |
| Q1 2020 | $1,215,000 | -20.7% | 20,112 | +0.9% | 0.41% | +2.0% |
| Q4 2019 | $1,533,000 | +13.1% | 19,934 | +4.4% | 0.40% | +4.7% |
| Q3 2019 | $1,356,000 | +4.8% | 19,090 | +3.3% | 0.38% | +2.7% |
| Q2 2019 | $1,294,000 | – | 18,485 | – | 0.37% | – |
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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% |