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 | $2,851,370 | -3.6% | 57,199 | 0.0% | 0.12% | +0.8% |
| Q2 2023 | $2,957,188 | +8.0% | 57,199 | 0.0% | 0.12% | +3.5% |
| Q1 2023 | $2,736,972 | +6.8% | 57,199 | 0.0% | 0.11% | +6.5% |
| Q4 2022 | $2,563,087 | +6.7% | 57,199 | -0.1% | 0.11% | +2.9% |
| Q3 2022 | $2,403,000 | -5.8% | 57,234 | -0.9% | 0.10% | -1.9% |
| Q2 2022 | $2,551,000 | -20.0% | 57,734 | -3.3% | 0.11% | -1.9% |
| Q1 2022 | $3,189,000 | -2.5% | 59,734 | +106.4% | 0.11% | +13.7% |
| Q4 2021 | $3,270,000 | +12.4% | 28,937 | +3.3% | 0.10% | +4.4% |
| Q3 2021 | $2,909,000 | +1.7% | 28,010 | +2.1% | 0.09% | +3.4% |
| Q2 2021 | $2,861,000 | +10.2% | 27,443 | +2.2% | 0.09% | +2.3% |
| Q1 2021 | $2,597,000 | +7.0% | 26,858 | +0.7% | 0.09% | +1.2% |
| Q4 2020 | $2,428,000 | +27.7% | 26,683 | +11.7% | 0.08% | +1.2% |
| Q3 2020 | $1,902,000 | +7.9% | 23,883 | +4.5% | 0.08% | -1.2% |
| Q2 2020 | $1,763,000 | +46.7% | 22,853 | +27.3% | 0.08% | +9.0% |
| Q1 2020 | $1,202,000 | -26.0% | 17,953 | -13.1% | 0.08% | +2.6% |
| Q4 2019 | $1,625,000 | +9.4% | 20,653 | -0.5% | 0.08% | -1.3% |
| Q3 2019 | $1,486,000 | +12.9% | 20,763 | +11.3% | 0.08% | +8.5% |
| Q2 2019 | $1,316,000 | +3.1% | 18,653 | +3.3% | 0.07% | -1.4% |
| Q1 2019 | $1,277,000 | +12.7% | 18,053 | -4.5% | 0.07% | -13.3% |
| Q4 2018 | $1,133,000 | -1.7% | 18,903 | +6.8% | 0.08% | +25.8% |
| Q3 2018 | $1,153,000 | -4.9% | 17,703 | 0.0% | 0.07% | -14.3% |
| Q2 2018 | $1,213,000 | +6.7% | 17,703 | 0.0% | 0.08% | +1.3% |
| Q1 2018 | $1,137,000 | -7.5% | 17,703 | -1.1% | 0.08% | -2.6% |
| Q4 2017 | $1,229,000 | +29.2% | 17,903 | +17.1% | 0.08% | +32.2% |
| Q3 2017 | $951,000 | +8.6% | 15,285 | +4.1% | 0.06% | 0.0% |
| Q2 2017 | $876,000 | +7.1% | 14,685 | +2.1% | 0.06% | +5.4% |
| Q1 2017 | $818,000 | +7.2% | 14,385 | +4.0% | 0.06% | 0.0% |
| Q4 2016 | $763,000 | – | 13,831 | – | 0.06% | – |
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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% |