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 | $3,048,182 | -6.9% | 61,147 | -1.1% | 0.03% | -3.6% |
| Q2 2023 | $3,274,238 | +17.1% | 61,799 | +5.7% | 0.03% | +3.7% |
| Q1 2023 | $2,796,868 | +53.2% | 58,451 | -4.5% | 0.03% | -70.7% |
| Q4 2022 | $1,826,081 | -40.4% | 61,206 | -16.2% | 0.09% | +162.9% |
| Q3 2022 | $3,066,000 | -2.2% | 73,019 | +2.9% | 0.04% | +25.0% |
| Q2 2022 | $3,136,000 | -40.1% | 70,973 | -27.7% | 0.03% | -30.0% |
| Q1 2022 | $5,239,000 | -14.4% | 98,123 | +81.1% | 0.04% | -13.0% |
| Q4 2021 | $6,122,000 | -30.5% | 54,180 | -36.1% | 0.05% | -17.9% |
| Q3 2021 | $8,811,000 | +65.5% | 84,824 | +66.2% | 0.06% | +21.7% |
| Q2 2021 | $5,323,000 | +35.8% | 51,050 | +26.0% | 0.05% | +24.3% |
| Q1 2021 | $3,919,000 | +13.2% | 40,530 | +6.5% | 0.04% | +2.8% |
| Q4 2020 | $3,463,000 | +13.5% | 38,051 | -5.6% | 0.04% | -10.0% |
| Q3 2020 | $3,050,000 | +2.6% | 40,322 | -0.4% | 0.04% | -2.4% |
| Q2 2020 | $2,974,000 | +18.3% | 40,479 | -2.7% | 0.04% | -10.9% |
| Q1 2020 | $2,514,000 | +37.5% | 41,596 | +74.9% | 0.05% | +64.3% |
| Q4 2019 | $1,828,000 | -54.8% | 23,776 | -58.1% | 0.03% | -55.6% |
| Q3 2019 | $4,045,000 | +9.4% | 56,796 | +8.3% | 0.06% | -6.0% |
| Q2 2019 | $3,699,000 | -16.9% | 52,440 | -19.7% | 0.07% | -23.9% |
| Q1 2019 | $4,450,000 | +1109.2% | 65,331 | +964.7% | 0.09% | +877.8% |
| Q4 2018 | $368,000 | -90.6% | 6,136 | -89.0% | 0.01% | -88.9% |
| Q3 2018 | $3,935,000 | +285.8% | 55,904 | +262.7% | 0.08% | +376.5% |
| Q2 2018 | $1,020,000 | -61.9% | 15,415 | -63.2% | 0.02% | -83.8% |
| Q1 2018 | $2,676,000 | +95.2% | 41,943 | +102.1% | 0.10% | +81.0% |
| Q4 2017 | $1,371,000 | -62.1% | 20,751 | -64.7% | 0.06% | -34.8% |
| Q3 2017 | $3,616,000 | +10.5% | 58,770 | +5.2% | 0.09% | 0.0% |
| Q2 2017 | $3,272,000 | +145.1% | 55,864 | +137.3% | 0.09% | +140.5% |
| Q1 2017 | $1,335,000 | +224.0% | 23,540 | +214.9% | 0.04% | +164.3% |
| Q4 2016 | $412,000 | +66.1% | 7,475 | +56.3% | 0.01% | +40.0% |
| Q3 2016 | $248,000 | -3.5% | 4,782 | -6.5% | 0.01% | 0.0% |
| Q2 2016 | $257,000 | -6.9% | 5,114 | -8.8% | 0.01% | -23.1% |
| Q1 2016 | $276,000 | -8.9% | 5,605 | -9.1% | 0.01% | -13.3% |
| Q4 2015 | $303,000 | -13.2% | 6,169 | -18.1% | 0.02% | -21.1% |
| Q3 2015 | $349,000 | -6.2% | 7,531 | +1.7% | 0.02% | +5.6% |
| Q2 2015 | $372,000 | -6.5% | 7,404 | -6.0% | 0.02% | -21.7% |
| Q1 2015 | $398,000 | +34.0% | 7,878 | +32.0% | 0.02% | +21.1% |
| Q4 2014 | $297,000 | – | 5,970 | – | 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% |