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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $16,240,078 | +87.3% | 362,421 | +75.5% | 0.08% | +68.1% |
| Q3 2022 | $8,672,000 | -21.5% | 206,520 | -17.4% | 0.05% | -19.0% |
| Q2 2022 | $11,043,000 | +11.2% | 249,899 | +34.3% | 0.06% | +26.1% |
| Q1 2022 | $9,932,000 | -18.5% | 186,032 | +75.1% | 0.05% | -17.9% |
| Q4 2021 | $12,188,000 | +51.5% | 106,223 | +37.2% | 0.06% | +40.0% |
| Q3 2021 | $8,044,000 | +10.5% | 77,449 | +10.9% | 0.04% | +5.3% |
| Q2 2021 | $7,279,000 | -13.1% | 69,808 | -19.4% | 0.04% | -22.4% |
| Q1 2021 | $8,372,000 | +10.0% | 86,568 | +3.5% | 0.05% | 0.0% |
| Q4 2020 | $7,608,000 | +18.6% | 83,616 | +3.8% | 0.05% | +2.1% |
| Q3 2020 | $6,417,000 | +0.7% | 80,570 | -7.1% | 0.05% | -9.4% |
| Q2 2020 | $6,373,000 | -88.0% | 86,749 | -89.7% | 0.05% | -89.9% |
| Q1 2020 | $53,278,000 | +153.1% | 842,986 | +207.9% | 0.52% | +196.6% |
| Q4 2019 | $21,051,000 | +1357.8% | 273,819 | +1246.7% | 0.18% | +1164.3% |
| Q3 2019 | $1,444,000 | -2.0% | 20,332 | -2.6% | 0.01% | -6.7% |
| Q2 2019 | $1,473,000 | +12.6% | 20,885 | +8.7% | 0.02% | 0.0% |
| Q1 2019 | $1,308,000 | -94.7% | 19,217 | -95.4% | 0.02% | -95.5% |
| Q4 2018 | $24,800,000 | +3219.9% | 413,812 | +3801.3% | 0.33% | +3220.0% |
| Q3 2018 | $747,000 | -11.9% | 10,607 | -17.5% | 0.01% | -16.7% |
| Q2 2018 | $848,000 | -51.9% | 12,857 | -53.5% | 0.01% | -55.6% |
| Q1 2018 | $1,764,000 | -93.0% | 27,648 | -92.9% | 0.03% | -93.7% |
| Q4 2017 | $25,090,000 | +3.7% | 388,876 | -2.1% | 0.43% | -9.1% |
| Q3 2017 | $24,206,000 | -2.0% | 397,406 | -6.0% | 0.47% | -12.9% |
| Q2 2017 | $24,711,000 | -1.5% | 422,706 | -4.0% | 0.54% | -14.4% |
| Q1 2017 | $25,091,000 | +4.8% | 440,418 | -0.4% | 0.63% | -11.4% |
| Q4 2016 | $23,953,000 | – | 442,095 | – | 0.71% | – |
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% |