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 | $644,947 | -3.0% | 12,937 | +0.6% | 0.02% | 0.0% |
| Q2 2023 | $664,735 | +7.8% | 12,857 | -0.2% | 0.02% | 0.0% |
| Q1 2023 | $616,372 | +4.6% | 12,881 | -2.0% | 0.02% | 0.0% |
| Q4 2022 | $589,123 | +10.1% | 13,147 | +3.2% | 0.02% | -3.8% |
| Q3 2022 | $535,000 | -5.1% | 12,740 | -0.2% | 0.03% | +4.0% |
| Q2 2022 | $564,000 | -18.8% | 12,767 | -1.9% | 0.02% | 0.0% |
| Q1 2022 | $695,000 | -9.2% | 13,009 | +92.1% | 0.02% | 0.0% |
| Q4 2021 | $765,000 | +8.8% | 6,772 | +0.1% | 0.02% | -3.8% |
| Q3 2021 | $703,000 | +3.1% | 6,767 | +3.5% | 0.03% | 0.0% |
| Q2 2021 | $682,000 | +3.2% | 6,537 | -4.3% | 0.03% | -7.1% |
| Q1 2021 | $661,000 | +36.0% | 6,832 | +27.8% | 0.03% | +27.3% |
| Q4 2020 | $486,000 | -7.6% | 5,344 | -19.1% | 0.02% | -18.5% |
| Q3 2020 | $526,000 | +32.2% | 6,604 | +21.9% | 0.03% | +17.4% |
| Q2 2020 | $398,000 | -11.8% | 5,417 | -27.3% | 0.02% | -25.8% |
| Q1 2020 | $451,000 | -23.2% | 7,455 | -2.4% | 0.03% | -8.8% |
| Q4 2019 | $587,000 | +17.9% | 7,638 | +8.9% | 0.03% | +6.2% |
| Q3 2019 | $498,000 | +6.2% | 7,012 | +5.5% | 0.03% | +3.2% |
| Q2 2019 | $469,000 | -2.5% | 6,649 | -5.9% | 0.03% | -6.1% |
| Q1 2019 | $481,000 | -0.8% | 7,069 | -12.7% | 0.03% | -26.7% |
| Q4 2018 | $485,000 | +30.4% | 8,096 | +43.0% | 0.04% | +45.2% |
| Q3 2018 | $372,000 | -60.0% | 5,660 | -58.5% | 0.03% | -56.3% |
| Q2 2018 | $930,000 | +150.0% | 13,647 | +142.4% | 0.07% | +129.0% |
| Q1 2018 | $372,000 | +52.5% | 5,630 | +49.3% | 0.03% | +40.9% |
| Q4 2017 | $244,000 | -6.2% | 3,770 | -20.3% | 0.02% | -37.1% |
| Q4 2016 | $260,000 | -21.7% | 4,729 | -25.7% | 0.04% | -25.5% |
| Q2 2016 | $332,000 | +51.6% | 6,367 | +44.2% | 0.05% | +23.7% |
| Q3 2015 | $219,000 | -1.4% | 4,414 | 0.0% | 0.04% | -2.6% |
| Q2 2015 | $222,000 | +0.5% | 4,414 | +2.3% | 0.04% | +2.6% |
| Q1 2015 | $221,000 | -6.4% | 4,314 | -8.9% | 0.04% | -13.6% |
| Q4 2014 | $236,000 | +1.7% | 4,734 | -2.9% | 0.04% | -4.3% |
| Q3 2014 | $232,000 | -0.4% | 4,873 | 0.0% | 0.05% | -13.2% |
| Q2 2014 | $233,000 | +4.5% | 4,873 | 0.0% | 0.05% | -10.2% |
| Q1 2014 | $223,000 | +1.8% | 4,873 | 0.0% | 0.06% | 0.0% |
| Q4 2013 | $219,000 | -20.7% | 4,873 | -27.4% | 0.06% | -30.6% |
| Q3 2013 | $276,000 | +11.3% | 6,716 | +5.4% | 0.08% | +3.7% |
| Q2 2013 | $248,000 | – | 6,373 | – | 0.08% | – |
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% |