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 | $1,001,130 | +8.6% | 20,083 | -82.5% | 0.02% | +23.1% |
| Q2 2023 | $921,582 | -62.6% | 115,000 | +95.9% | 0.01% | -69.0% |
| Q1 2023 | $2,461,355 | +631.3% | 58,702 | +681.5% | 0.04% | +600.0% |
| Q4 2022 | $336,557 | -82.1% | 7,511 | -82.3% | 0.01% | -85.7% |
| Q2 2022 | $1,876,000 | -24.5% | 42,449 | -8.8% | 0.04% | -23.6% |
| Q1 2022 | $2,485,000 | +145.8% | 46,540 | +420.4% | 0.06% | +129.2% |
| Q4 2021 | $1,011,000 | +10.5% | 8,943 | +1.5% | 0.02% | -4.0% |
| Q3 2021 | $915,000 | +17.5% | 8,811 | +17.9% | 0.02% | +13.6% |
| Q2 2021 | $779,000 | +7.9% | 7,473 | +0.2% | 0.02% | -4.3% |
| Q1 2021 | $722,000 | -14.7% | 7,461 | -19.7% | 0.02% | -23.3% |
| Q4 2020 | $846,000 | +140.3% | 9,297 | +110.4% | 0.03% | +100.0% |
| Q3 2020 | $352,000 | -24.5% | 4,418 | -30.3% | 0.02% | -25.0% |
| Q2 2020 | $466,000 | +21.4% | 6,337 | -0.3% | 0.02% | +5.3% |
| Q1 2020 | $384,000 | +67.0% | 6,354 | +96.1% | 0.02% | +72.7% |
| Q3 2019 | $230,000 | -28.3% | 3,241 | -29.0% | 0.01% | -56.0% |
| Q3 2018 | $321,000 | -58.8% | 4,564 | -62.7% | 0.02% | -66.7% |
| Q1 2018 | $780,000 | – | 12,235 | – | 0.08% | – |
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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% |