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 | $689,775 | +1.4% | 13,837 | +5.2% | 0.04% | +5.9% |
| Q2 2023 | $680,062 | +2.5% | 13,154 | -5.1% | 0.03% | 0.0% |
| Q1 2023 | $663,201 | +6.8% | 13,860 | 0.0% | 0.03% | +6.2% |
| Q4 2022 | $621,067 | +6.7% | 13,860 | 0.0% | 0.03% | -15.8% |
| Q3 2022 | $582,000 | -4.7% | 13,860 | +0.2% | 0.04% | -11.6% |
| Q2 2022 | $611,000 | -17.3% | 13,835 | -0.1% | 0.04% | -29.5% |
| Q1 2022 | $739,000 | -50.1% | 13,846 | +1.5% | 0.06% | +5.2% |
| Q4 2021 | $1,481,000 | +113.4% | 13,642 | +104.2% | 0.06% | 0.0% |
| Q3 2021 | $694,000 | -4.4% | 6,682 | -4.0% | 0.06% | -6.5% |
| Q2 2021 | $726,000 | +12.4% | 6,960 | +4.2% | 0.06% | -16.2% |
| Q1 2021 | $646,000 | -9.5% | 6,682 | -14.8% | 0.07% | -3.9% |
| Q4 2020 | $714,000 | -52.0% | 7,841 | -58.0% | 0.08% | -65.3% |
| Q3 2020 | $1,487,000 | +7.7% | 18,678 | -0.6% | 0.22% | +1.4% |
| Q2 2020 | $1,381,000 | +21.5% | 18,791 | -0.2% | 0.22% | -11.3% |
| Q1 2020 | $1,137,000 | -43.6% | 18,822 | -28.3% | 0.25% | -36.5% |
| Q4 2019 | $2,017,000 | +8.3% | 26,238 | +0.0% | 0.39% | +3.2% |
| Q3 2019 | $1,863,000 | -90.0% | 26,233 | +0.0% | 0.38% | +5.0% |
| Q2 2019 | $18,638,000 | +948.8% | 26,232 | +0.4% | 0.36% | +6.5% |
| Q1 2019 | $1,777,000 | -12.8% | 26,120 | -22.4% | 0.34% | -23.4% |
| Q4 2018 | $2,038,000 | -85.5% | 33,641 | -86.3% | 0.44% | -87.1% |
| Q1 2017 | $14,028,000 | – | 245,842 | – | 3.41% | – |
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% |