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 | $311,753 | -3.9% | 6,253 | -0.3% | 0.17% | +1.2% |
| Q2 2023 | $324,305 | +7.9% | 6,272 | -0.1% | 0.16% | +0.6% |
| Q1 2023 | $300,490 | +3.9% | 6,279 | -2.7% | 0.16% | -3.5% |
| Q4 2022 | $289,330 | +6.4% | 6,456 | -0.1% | 0.17% | -3.4% |
| Q3 2022 | $272,000 | -5.2% | 6,465 | -0.3% | 0.18% | +15.0% |
| Q2 2022 | $287,000 | -18.0% | 6,483 | -1.1% | 0.15% | -5.6% |
| Q1 2022 | $350,000 | -5.4% | 6,556 | +100.2% | 0.16% | +3.8% |
| Q4 2021 | $370,000 | +8.5% | 3,275 | -0.1% | 0.16% | -3.7% |
| Q3 2021 | $341,000 | -0.3% | 3,278 | -0.1% | 0.16% | +1.2% |
| Q2 2021 | $342,000 | +4.0% | 3,280 | -3.6% | 0.16% | -2.4% |
| Q1 2021 | $329,000 | +6.1% | 3,401 | -0.3% | 0.16% | -0.6% |
| Q4 2020 | $310,000 | – | 3,410 | – | 0.16% | – |
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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% |