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 | $472,020 | -7.6% | 9,469 | -4.2% | 0.13% | -5.2% |
| Q2 2023 | $510,885 | +16.4% | 9,882 | +7.7% | 0.13% | +9.8% |
| Q1 2023 | $438,959 | +6.5% | 9,174 | -0.3% | 0.12% | -4.7% |
| Q4 2022 | $412,322 | +29.7% | 9,202 | +21.5% | 0.13% | +21.9% |
| Q3 2022 | $318,000 | +7.1% | 7,573 | +12.6% | 0.10% | +10.5% |
| Q2 2022 | $297,000 | -6.9% | 6,723 | +12.6% | 0.10% | +5.6% |
| Q1 2022 | $319,000 | +0.6% | 5,972 | +112.8% | 0.09% | +3.4% |
| Q4 2021 | $317,000 | +38.4% | 2,807 | +27.3% | 0.09% | +29.9% |
| Q3 2021 | $229,000 | +0.4% | 2,205 | +0.9% | 0.07% | -1.5% |
| Q2 2021 | $228,000 | +12.3% | 2,185 | +3.8% | 0.07% | +3.0% |
| Q1 2021 | $203,000 | +1.0% | 2,104 | -4.9% | 0.07% | -12.0% |
| Q4 2020 | $201,000 | +31.4% | 2,212 | +15.4% | 0.08% | -2.6% |
| Q3 2020 | $153,000 | +18.6% | 1,916 | +9.5% | 0.08% | +10.0% |
| Q2 2020 | $129,000 | +20.6% | 1,750 | -1.5% | 0.07% | -4.1% |
| Q1 2020 | $107,000 | -96.4% | 1,776 | -95.4% | 0.07% | -94.7% |
| Q4 2019 | $3,001,000 | -16.5% | 39,031 | -22.9% | 1.38% | -20.2% |
| Q3 2019 | $3,593,000 | +7.7% | 50,596 | +7.0% | 1.72% | +5.3% |
| Q2 2019 | $3,335,000 | +8.0% | 47,285 | +4.2% | 1.64% | +2.5% |
| Q1 2019 | $3,089,000 | +17.3% | 45,395 | +3.3% | 1.60% | +8.1% |
| Q4 2018 | $2,633,000 | +108.3% | 43,939 | +144.6% | 1.48% | +120.3% |
| Q3 2018 | $1,264,000 | +23.8% | 17,963 | +16.1% | 0.67% | +13.5% |
| Q2 2018 | $1,021,000 | +8.4% | 15,466 | +4.7% | 0.59% | -42.2% |
| Q1 2018 | $942,000 | +9.0% | 14,771 | +10.4% | 1.02% | +96.5% |
| Q4 2017 | $864,000 | +2.9% | 13,384 | -2.9% | 0.52% | +0.2% |
| Q3 2017 | $840,000 | +0.4% | 13,785 | -3.7% | 0.52% | -3.5% |
| Q2 2017 | $837,000 | +3.7% | 14,316 | +1.2% | 0.54% | +0.6% |
| Q1 2017 | $807,000 | +0.1% | 14,144 | -4.9% | 0.54% | -5.3% |
| Q4 2016 | $806,000 | -8.1% | 14,880 | -11.2% | 0.56% | -10.2% |
| Q3 2016 | $877,000 | -8.6% | 16,758 | -12.2% | 0.63% | -12.3% |
| Q2 2016 | $960,000 | -7.6% | 19,088 | -9.4% | 0.72% | -10.8% |
| Q1 2016 | $1,039,000 | -80.0% | 21,079 | -81.2% | 0.80% | -68.6% |
| Q3 2015 | $5,207,000 | +0.3% | 112,270 | +8.7% | 2.56% | +4.1% |
| Q2 2015 | $5,190,000 | -0.3% | 103,322 | +0.2% | 2.46% | -1.8% |
| Q1 2015 | $5,205,000 | +2.9% | 103,107 | +1.5% | 2.50% | -10.1% |
| Q4 2014 | $5,060,000 | – | 101,560 | – | 2.79% | – |
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% |