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 | $935,185 | +21.2% | 18,760 | +25.7% | 0.02% | +25.0% |
| Q2 2023 | $771,414 | +9.3% | 14,921 | +1.2% | 0.01% | 0.0% |
| Q1 2023 | $705,748 | +6.6% | 14,749 | -0.2% | 0.01% | 0.0% |
| Q4 2022 | $661,978 | +21.2% | 14,773 | +13.6% | 0.01% | -14.3% |
| Q3 2022 | $546,000 | +36.8% | 13,005 | +44.1% | 0.01% | +55.6% |
| Q2 2022 | $399,000 | -28.8% | 9,024 | -13.9% | 0.01% | -18.2% |
| Q1 2022 | $560,000 | -9.8% | 10,486 | +91.0% | 0.01% | -15.4% |
| Q4 2021 | $621,000 | -3.3% | 5,491 | -11.1% | 0.01% | +8.3% |
| Q3 2021 | $642,000 | +8.8% | 6,177 | +9.2% | 0.01% | -14.3% |
| Q2 2021 | $590,000 | +5.2% | 5,656 | -2.5% | 0.01% | -6.7% |
| Q1 2021 | $561,000 | +6.5% | 5,804 | +0.2% | 0.02% | -11.8% |
| Q4 2020 | $527,000 | -6.9% | 5,792 | -18.5% | 0.02% | -19.0% |
| Q3 2020 | $566,000 | +7.4% | 7,109 | -0.9% | 0.02% | -4.5% |
| Q2 2020 | $527,000 | +11.9% | 7,177 | -8.0% | 0.02% | -12.0% |
| Q1 2020 | $471,000 | -25.9% | 7,802 | -6.0% | 0.02% | -7.4% |
| Q4 2019 | $636,000 | +66.9% | 8,296 | +53.5% | 0.03% | +58.8% |
| Q3 2019 | $381,000 | -2.3% | 5,405 | -2.4% | 0.02% | 0.0% |
| Q2 2019 | $390,000 | +15.4% | 5,537 | +11.7% | 0.02% | 0.0% |
| Q1 2019 | $338,000 | +49.6% | 4,957 | +30.3% | 0.02% | +30.8% |
| Q4 2018 | $226,000 | -14.4% | 3,804 | +1.3% | 0.01% | 0.0% |
| Q3 2018 | $264,000 | +7.3% | 3,757 | +1.1% | 0.01% | -7.1% |
| Q2 2018 | $246,000 | -11.8% | 3,715 | -15.2% | 0.01% | -17.6% |
| Q1 2018 | $279,000 | -1.4% | 4,379 | -0.4% | 0.02% | 0.0% |
| Q4 2017 | $283,000 | +9.7% | 4,398 | +4.0% | 0.02% | +6.2% |
| Q3 2017 | $258,000 | -3.0% | 4,229 | -6.6% | 0.02% | -5.9% |
| Q2 2017 | $266,000 | +13.7% | 4,527 | +10.4% | 0.02% | +6.2% |
| Q1 2017 | $234,000 | -37.8% | 4,099 | -45.1% | 0.02% | -44.8% |
| Q2 2016 | $376,000 | +61.4% | 7,468 | +57.9% | 0.03% | +52.6% |
| Q1 2016 | $233,000 | – | 4,730 | – | 0.02% | – |
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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% |