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 | $2,940,802 | -10.8% | 58,993 | -7.5% | 0.36% | -8.0% |
| Q2 2023 | $3,296,548 | +5.2% | 63,763 | -2.6% | 0.39% | -1.0% |
| Q1 2023 | $3,134,080 | +1.7% | 65,498 | -4.8% | 0.39% | -0.3% |
| Q4 2022 | $3,081,360 | +3.7% | 68,765 | -2.9% | 0.39% | -4.2% |
| Q3 2022 | $2,972,000 | -7.5% | 70,785 | -2.6% | 0.41% | -1.9% |
| Q2 2022 | $3,213,000 | -17.9% | 72,700 | -0.8% | 0.42% | -7.7% |
| Q1 2022 | $3,912,000 | -4.7% | 73,274 | +101.7% | 0.45% | -5.0% |
| Q4 2021 | $4,106,000 | +7.3% | 36,337 | -1.4% | 0.48% | -5.4% |
| Q3 2021 | $3,828,000 | -2.7% | 36,855 | -2.4% | 0.50% | -8.0% |
| Q2 2021 | $3,936,000 | +11.9% | 37,750 | +3.8% | 0.55% | +2.2% |
| Q1 2021 | $3,517,000 | +7.8% | 36,367 | +1.4% | 0.54% | -3.1% |
| Q4 2020 | $3,264,000 | +10.3% | 35,876 | -3.5% | 0.55% | -4.3% |
| Q3 2020 | $2,960,000 | +6.9% | 37,162 | -1.4% | 0.58% | -3.2% |
| Q2 2020 | $2,768,000 | +18.8% | 37,682 | -2.2% | 0.60% | -2.5% |
| Q1 2020 | $2,330,000 | -19.3% | 38,549 | +2.7% | 0.61% | +0.8% |
| Q4 2019 | $2,886,000 | +11.9% | 37,543 | +3.4% | 0.61% | +0.7% |
| Q3 2019 | $2,578,000 | +3.5% | 36,305 | +2.8% | 0.60% | -0.7% |
| Q2 2019 | $2,490,000 | +22.1% | 35,309 | +17.8% | 0.61% | +16.3% |
| Q1 2019 | $2,039,000 | +16.1% | 29,965 | +6.4% | 0.52% | +4.2% |
| Q4 2018 | $1,756,000 | -51.1% | 28,155 | -46.5% | 0.50% | +2.0% |
| Q3 2018 | $3,588,000 | +109.5% | 52,595 | +102.6% | 0.49% | +1.4% |
| Q2 2018 | $1,713,000 | +9.0% | 25,955 | +5.4% | 0.48% | +3.6% |
| Q1 2018 | $1,571,000 | +2.1% | 24,627 | +3.3% | 0.47% | +2.6% |
| Q4 2017 | $1,538,000 | +3.4% | 23,832 | -2.4% | 0.45% | -8.5% |
| Q3 2017 | $1,487,000 | +5.9% | 24,410 | +1.7% | 0.50% | -0.4% |
| Q2 2017 | $1,404,000 | +10.3% | 24,010 | +7.6% | 0.50% | +9.0% |
| Q1 2017 | $1,273,000 | +25.2% | 22,305 | +18.9% | 0.46% | +15.4% |
| Q4 2016 | $1,017,000 | +6.8% | 18,765 | +3.1% | 0.40% | +6.5% |
| Q3 2016 | $952,000 | +8.6% | 18,205 | +4.4% | 0.37% | +3.6% |
| Q2 2016 | $877,000 | +3.3% | 17,430 | +1.2% | 0.36% | +0.8% |
| Q1 2016 | $849,000 | +10.1% | 17,220 | +9.5% | 0.36% | -4.8% |
| Q4 2015 | $771,000 | +12.4% | 15,720 | +6.2% | 0.37% | +6.2% |
| Q3 2015 | $686,000 | -4.9% | 14,800 | +3.1% | 0.35% | +1.7% |
| Q2 2015 | $721,000 | -0.4% | 14,350 | +0.0% | 0.35% | +0.6% |
| Q1 2015 | $724,000 | +4.0% | 14,345 | +2.6% | 0.34% | -6.5% |
| Q4 2014 | $696,000 | +4.7% | 13,980 | 0.0% | 0.37% | -6.1% |
| Q3 2014 | $665,000 | -1.0% | 13,980 | -0.7% | 0.39% | -1.5% |
| Q2 2014 | $672,000 | +4.0% | 14,080 | -0.4% | 0.40% | +0.8% |
| Q1 2014 | $646,000 | +3.0% | 14,130 | +1.4% | 0.40% | -5.5% |
| Q4 2013 | $627,000 | – | 13,930 | – | 0.42% | – |
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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% |