SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 670 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,053,274 | +4.7% | 112,771 | -1.9% | 0.41% | -4.2% |
| Q3 2022 | $4,828,000 | -4.9% | 114,986 | +0.1% | 0.43% | -1.6% |
| Q2 2022 | $5,078,000 | -37.7% | 114,911 | -24.8% | 0.44% | -30.8% |
| Q1 2022 | $8,154,000 | -3.7% | 152,716 | +103.9% | 0.63% | -0.8% |
| Q4 2021 | $8,463,000 | +13.9% | 74,883 | +4.6% | 0.64% | +5.6% |
| Q3 2021 | $7,433,000 | +7.1% | 71,570 | +7.5% | 0.60% | +6.9% |
| Q2 2021 | $6,940,000 | -0.0% | 66,562 | -7.3% | 0.57% | -7.4% |
| Q1 2021 | $6,942,000 | -48.2% | 71,777 | -49.8% | 0.61% | +1.0% |
| Q4 2020 | $13,414,000 | +128.4% | 142,902 | +93.7% | 0.60% | +2.5% |
| Q3 2020 | $5,874,000 | +3.8% | 73,761 | -4.2% | 0.59% | -2.8% |
| Q2 2020 | $5,658,000 | +155.3% | 77,012 | +110.0% | 0.61% | +113.0% |
| Q1 2020 | $2,216,000 | -27.2% | 36,673 | -7.5% | 0.28% | -15.7% |
| Q4 2019 | $3,046,000 | +7.7% | 39,626 | -0.5% | 0.34% | -0.9% |
| Q3 2019 | $2,829,000 | +8.6% | 39,839 | +7.9% | 0.34% | +10.4% |
| Q2 2019 | $2,604,000 | -40.5% | 36,917 | -42.6% | 0.31% | -38.9% |
| Q1 2019 | $4,373,000 | +29.7% | 64,266 | +14.3% | 0.51% | +16.1% |
| Q4 2018 | $3,371,000 | +6.9% | 56,247 | +25.6% | 0.44% | +16.6% |
| Q3 2018 | $3,152,000 | +15.1% | 44,780 | +7.9% | 0.37% | +10.3% |
| Q2 2018 | $2,738,000 | +11.2% | 41,493 | +7.5% | 0.34% | +10.4% |
| Q1 2018 | $2,462,000 | -57.4% | 38,598 | -56.9% | 0.31% | -55.4% |
| Q4 2017 | $5,774,000 | +2.6% | 89,489 | -3.1% | 0.69% | -1.4% |
| Q3 2017 | $5,628,000 | +1.4% | 92,392 | -2.7% | 0.70% | -1.1% |
| Q2 2017 | $5,552,000 | +2.8% | 94,965 | +0.3% | 0.71% | +1.1% |
| Q1 2017 | $5,402,000 | -23.7% | 94,677 | -27.5% | 0.70% | -36.0% |
| Q4 2016 | $7,080,000 | -6.9% | 130,671 | -10.1% | 1.09% | -4.6% |
| Q3 2016 | $7,607,000 | +2.0% | 145,392 | -1.9% | 1.14% | -1.0% |
| Q2 2016 | $7,456,000 | -1.5% | 148,234 | -3.5% | 1.16% | -5.1% |
| Q1 2016 | $7,571,000 | – | 153,630 | – | 1.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,185,199 | $108,932,164 | 39.30% |
| HT Partners LLC | 2,221,348 | $110,734,202 | 33.09% |
| Socha Financial Group, LLC | 995,743 | $49,637,787 | 26.40% |
| Morton Brown Family Wealth, LLC | 1,007,164 | $50,207,111 | 25.67% |
| Strid Group, LLC | 2,452,051 | $122,234,750 | 25.55% |
| Members Advisory Group LLC | 747,794 | $37,277,554 | 24.08% |
| MYECFO, LLC | 690,115 | $34,466,005 | 23.90% |
| FREEDOM WEALTH ALLIANCE, LLC | 270,045 | $13,461,742 | 22.15% |
| Hanson & Doremus Investment Management | 1,898,228 | $94,627 | 19.52% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,985,574 | $148,830,844 | 19.42% |