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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $808,000 | -17.6% | 18,290 | -0.4% | 0.21% | 0.0% |
| Q1 2022 | $980,000 | -5.5% | 18,356 | +100.0% | 0.21% | +6.0% |
| Q4 2021 | $1,037,000 | +8.8% | 9,176 | +0.0% | 0.20% | -13.0% |
| Q3 2021 | $953,000 | -0.3% | 9,172 | +0.0% | 0.23% | -8.0% |
| Q2 2021 | $956,000 | +33.5% | 9,168 | +23.8% | 0.25% | +37.2% |
| Q1 2021 | $716,000 | +163.2% | 7,405 | +147.5% | 0.18% | +63.4% |
| Q4 2020 | $272,000 | +17.2% | 2,992 | +2.9% | 0.11% | +0.9% |
| Q3 2020 | $232,000 | -40.1% | 2,907 | -44.8% | 0.11% | -47.6% |
| Q2 2020 | $387,000 | +18.3% | 5,270 | -2.7% | 0.21% | -15.9% |
| Q1 2020 | $327,000 | -44.8% | 5,418 | -29.6% | 0.25% | -41.4% |
| Q4 2019 | $592,000 | -91.2% | 7,698 | -92.6% | 0.43% | -94.9% |
| Q4 2017 | $6,735,000 | +16.0% | 104,379 | +9.5% | 8.46% | +10.6% |
| Q3 2017 | $5,806,000 | +14.1% | 95,323 | +9.5% | 7.65% | +8.4% |
| Q2 2017 | $5,087,000 | +54.3% | 87,025 | +50.7% | 7.06% | +74.8% |
| Q1 2017 | $3,296,000 | +181.5% | 57,765 | +167.3% | 4.04% | +222.0% |
| Q4 2016 | $1,171,000 | +3.8% | 21,611 | +0.2% | 1.26% | +4.8% |
| Q3 2016 | $1,128,000 | +14.2% | 21,560 | +9.8% | 1.20% | +18.3% |
| Q2 2016 | $988,000 | +18.3% | 19,640 | +15.8% | 1.01% | +19.2% |
| Q1 2016 | $835,000 | +28.5% | 16,954 | +28.0% | 0.85% | +36.2% |
| Q4 2015 | $650,000 | -70.1% | 13,245 | -71.8% | 0.62% | -68.3% |
| Q3 2015 | $2,175,000 | +2.4% | 46,899 | +11.0% | 1.97% | +8.7% |
| Q2 2015 | $2,123,000 | +123.7% | 42,265 | +124.8% | 1.81% | +136.9% |
| Q1 2015 | $949,000 | +105.0% | 18,802 | +102.2% | 0.76% | +124.3% |
| Q4 2014 | $463,000 | +8.4% | 9,301 | +3.6% | 0.34% | +1.8% |
| Q3 2014 | $427,000 | -17.6% | 8,982 | -17.3% | 0.34% | -15.6% |
| Q2 2014 | $518,000 | +673.1% | 10,862 | +644.0% | 0.40% | +649.1% |
| Q1 2014 | $67,000 | – | 1,460 | – | 0.05% | – |
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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% |