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 | $1,578,139 | -3.4% | 31,657 | +0.1% | 0.35% | +2.9% |
| Q2 2023 | $1,634,481 | +9.1% | 31,615 | +0.9% | 0.34% | +11.1% |
| Q1 2023 | $1,498,775 | +110266.3% | 31,322 | +3.3% | 0.31% | +5.1% |
| Q4 2022 | $1,358 | -99.9% | 30,310 | +3.6% | 0.29% | -3.3% |
| Q3 2022 | $1,229,000 | -8.5% | 29,259 | -3.7% | 0.30% | -6.2% |
| Q2 2022 | $1,343,000 | -13.1% | 30,387 | +5.0% | 0.32% | -17.6% |
| Q1 2022 | $1,545,000 | -4.9% | 28,935 | +101.3% | 0.39% | -4.2% |
| Q4 2021 | $1,625,000 | +6.1% | 14,376 | -2.4% | 0.41% | -4.7% |
| Q3 2021 | $1,531,000 | -1.0% | 14,737 | -0.7% | 0.43% | +0.7% |
| Q2 2021 | $1,547,000 | -1.7% | 14,837 | -8.8% | 0.42% | -6.6% |
| Q1 2021 | $1,574,000 | +8.1% | 16,277 | +1.7% | 0.46% | +1.6% |
| Q4 2020 | $1,456,000 | +13.3% | 16,007 | -0.8% | 0.45% | -7.1% |
| Q3 2020 | $1,285,000 | +6.2% | 16,137 | -2.1% | 0.48% | +19.0% |
| Q2 2020 | $1,210,000 | +33.7% | 16,475 | +10.0% | 0.40% | +7.7% |
| Q1 2020 | $905,000 | -27.0% | 14,977 | -7.0% | 0.38% | -10.9% |
| Q4 2019 | $1,239,000 | +5.0% | 16,112 | -3.0% | 0.42% | -7.0% |
| Q3 2019 | $1,180,000 | -1.7% | 16,611 | -2.5% | 0.45% | 0.0% |
| Q2 2019 | $1,201,000 | +7.8% | 17,034 | +4.1% | 0.45% | +2.9% |
| Q1 2019 | $1,114,000 | +8.8% | 16,369 | -4.2% | 0.44% | +14.0% |
| Q4 2018 | $1,024,000 | -13.4% | 17,088 | +1.8% | 0.39% | -14.0% |
| Q3 2018 | $1,182,000 | +4.6% | 16,791 | -2.0% | 0.45% | -8.0% |
| Q2 2018 | $1,130,000 | -0.5% | 17,127 | -3.9% | 0.49% | -3.9% |
| Q1 2018 | $1,136,000 | -9.7% | 17,814 | -8.6% | 0.51% | -2.7% |
| Q4 2017 | $1,258,000 | +8.3% | 19,499 | +2.2% | 0.52% | +3.4% |
| Q3 2017 | $1,162,000 | +7.1% | 19,076 | +2.8% | 0.51% | +2.4% |
| Q2 2017 | $1,085,000 | -8.1% | 18,556 | -10.3% | 0.49% | -15.6% |
| Q1 2017 | $1,181,000 | +16.6% | 20,697 | +10.7% | 0.58% | +10.6% |
| Q4 2016 | $1,013,000 | -94.7% | 18,700 | +1764.4% | 0.53% | -20.1% |
| Q3 2016 | $19,176,000 | +2261.6% | 1,003 | -93.8% | 0.66% | +48.4% |
| Q2 2016 | $812,000 | +24.0% | 16,147 | +21.5% | 0.45% | +20.9% |
| Q1 2016 | $655,000 | +1.9% | 13,289 | +1.4% | 0.37% | +15.0% |
| Q4 2015 | $643,000 | +13.0% | 13,106 | +6.8% | 0.32% | -5.3% |
| Q3 2015 | $569,000 | -4.8% | 12,276 | +3.1% | 0.34% | -10.8% |
| Q2 2015 | $598,000 | +0.8% | 11,911 | +1.3% | 0.38% | +0.8% |
| Q1 2015 | $593,000 | -37.0% | 11,755 | -37.8% | 0.38% | -50.4% |
| Q4 2014 | $941,000 | +199.7% | 18,894 | +186.1% | 0.76% | +208.9% |
| Q3 2014 | $314,000 | +4.7% | 6,605 | +5.1% | 0.25% | +3.8% |
| Q2 2014 | $300,000 | +28.2% | 6,285 | +22.6% | 0.24% | +25.4% |
| Q1 2014 | $234,000 | – | 5,127 | – | 0.19% | – |
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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% |