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 | $621,759 | -7.2% | 12,472 | -3.7% | 0.15% | -6.9% |
| Q2 2023 | $669,919 | +8.2% | 12,957 | +0.2% | 0.16% | +4.6% |
| Q1 2023 | $618,949 | +12.7% | 12,935 | +5.5% | 0.15% | -19.1% |
| Q4 2022 | $549,306 | +7.3% | 12,258 | +0.4% | 0.19% | +8.7% |
| Q3 2022 | $512,000 | -11.7% | 12,209 | -7.0% | 0.17% | -10.8% |
| Q2 2022 | $580,000 | -27.4% | 13,133 | -12.3% | 0.19% | -12.6% |
| Q1 2022 | $799,000 | -76.9% | 14,983 | -51.0% | 0.22% | -77.2% |
| Q4 2021 | $3,456,000 | +8.8% | 30,585 | -0.0% | 0.97% | +1.7% |
| Q3 2021 | $3,177,000 | -1.9% | 30,591 | -1.5% | 0.96% | -0.6% |
| Q2 2021 | $3,239,000 | +7.3% | 31,071 | -0.5% | 0.96% | +1.9% |
| Q1 2021 | $3,019,000 | -4.1% | 31,226 | -9.8% | 0.94% | -7.8% |
| Q4 2020 | $3,149,000 | +14.3% | 34,611 | +0.0% | 1.02% | +0.6% |
| Q3 2020 | $2,755,000 | +12.9% | 34,605 | +4.2% | 1.02% | +14.4% |
| Q2 2020 | $2,441,000 | -3.7% | 33,225 | -20.8% | 0.89% | -10.5% |
| Q1 2020 | $2,534,000 | -14.6% | 41,942 | +9.6% | 1.00% | +1.0% |
| Q4 2019 | $2,968,000 | +5.7% | 38,277 | -3.2% | 0.99% | -0.9% |
| Q3 2019 | $2,809,000 | +6.0% | 39,552 | +5.2% | 1.00% | +3.8% |
| Q2 2019 | $2,651,000 | -9.6% | 37,594 | -12.8% | 0.96% | -9.4% |
| Q1 2019 | $2,934,000 | +15.5% | 43,116 | +1.0% | 1.06% | +0.4% |
| Q4 2018 | $2,540,000 | -21.2% | 42,709 | -6.7% | 1.06% | -15.6% |
| Q3 2018 | $3,223,000 | -18.8% | 45,800 | -23.9% | 1.25% | -20.9% |
| Q2 2018 | $3,969,000 | +49.8% | 60,153 | +44.8% | 1.58% | +43.6% |
| Q1 2018 | $2,649,000 | +472.1% | 41,530 | +478.7% | 1.10% | +444.6% |
| Q4 2017 | $463,000 | +432.2% | 7,177 | +400.5% | 0.20% | +392.7% |
| Q3 2017 | $87,000 | – | 1,434 | – | 0.04% | – |
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% |