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 | $8,487,963 | -8.9% | 170,270 | -5.5% | 1.65% | -4.8% |
| Q2 2023 | $9,314,191 | +19.4% | 180,158 | +10.5% | 1.74% | +7.0% |
| Q1 2023 | $7,799,394 | +8.0% | 162,997 | +1.1% | 1.62% | +1.4% |
| Q4 2022 | $7,223,918 | +5.0% | 161,212 | -1.6% | 1.60% | -0.7% |
| Q3 2022 | $6,883,000 | -19.7% | 163,916 | -15.5% | 1.61% | -16.0% |
| Q2 2022 | $8,573,000 | -19.3% | 193,994 | -2.5% | 1.92% | -7.4% |
| Q1 2022 | $10,627,000 | -9.3% | 199,037 | +92.0% | 2.07% | -3.3% |
| Q4 2021 | $11,714,000 | +9.2% | 103,653 | +0.3% | 2.14% | +5.4% |
| Q3 2021 | $10,730,000 | -0.9% | 103,309 | -0.5% | 2.03% | -3.0% |
| Q2 2021 | $10,827,000 | +32.3% | 103,839 | +22.7% | 2.10% | +19.7% |
| Q1 2021 | $8,185,000 | +21.5% | 84,639 | +14.3% | 1.75% | +15.7% |
| Q4 2020 | $6,738,000 | +11.9% | 74,054 | -2.0% | 1.51% | +2.4% |
| Q3 2020 | $6,020,000 | +4.2% | 75,585 | -3.8% | 1.48% | -2.1% |
| Q2 2020 | $5,775,000 | +7.0% | 78,605 | -12.0% | 1.51% | -6.8% |
| Q1 2020 | $5,398,000 | -40.0% | 89,326 | -23.6% | 1.62% | -29.5% |
| Q4 2019 | $8,992,000 | +11.0% | 116,958 | +2.5% | 2.30% | +2.2% |
| Q3 2019 | $8,103,000 | +1.2% | 114,099 | +0.5% | 2.25% | -0.8% |
| Q2 2019 | $8,003,000 | +30.2% | 113,480 | +25.6% | 2.26% | +27.9% |
| Q1 2019 | $6,146,000 | +23.0% | 90,322 | +8.4% | 1.77% | +10.4% |
| Q4 2018 | $4,995,000 | -15.8% | 83,346 | -1.1% | 1.60% | -8.5% |
| Q3 2018 | $5,930,000 | +27.1% | 84,248 | +19.2% | 1.75% | +19.2% |
| Q2 2018 | $4,666,000 | – | 70,705 | – | 1.47% | – |
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% |