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 | $370,186 | -6.0% | 7,426 | -2.6% | 0.05% | +4.5% |
| Q2 2023 | $394,012 | -5.5% | 7,621 | -12.5% | 0.04% | +25.7% |
| Q1 2023 | $416,780 | +6.0% | 8,710 | -0.7% | 0.04% | -12.5% |
| Q4 2022 | $393,079 | +24.4% | 8,772 | +16.5% | 0.04% | +17.6% |
| Q3 2022 | $316,000 | -83.4% | 7,527 | -82.5% | 0.03% | -80.7% |
| Q2 2022 | $1,901,000 | -17.5% | 43,020 | -0.3% | 0.18% | -5.4% |
| Q1 2022 | $2,304,000 | -7.7% | 43,148 | +90.3% | 0.19% | -6.5% |
| Q4 2021 | $2,496,000 | +0.3% | 22,679 | +0.1% | 0.20% | +17.1% |
| Q3 2021 | $2,489,000 | +26.9% | 22,656 | +20.4% | 0.17% | -32.3% |
| Q2 2021 | $1,962,000 | +5.4% | 18,817 | -2.2% | 0.25% | -13.1% |
| Q1 2021 | $1,862,000 | +2.3% | 19,250 | -2.5% | 0.29% | -6.5% |
| Q4 2020 | $1,820,000 | +6.1% | 19,745 | -5.7% | 0.31% | -9.9% |
| Q3 2020 | $1,715,000 | -17.6% | 20,929 | -23.0% | 0.34% | -22.9% |
| Q2 2020 | $2,081,000 | +19.3% | 27,165 | -0.4% | 0.44% | +8.3% |
| Q1 2020 | $1,745,000 | -65.0% | 27,267 | -58.0% | 0.41% | -62.0% |
| Q4 2019 | $4,991,000 | +11.6% | 64,924 | +3.1% | 1.08% | +1.6% |
| Q3 2019 | $4,471,000 | -36.3% | 62,956 | -36.7% | 1.07% | -39.9% |
| Q2 2019 | $7,020,000 | +5.5% | 99,531 | +1.8% | 1.77% | -4.8% |
| Q1 2019 | $6,651,000 | +44.3% | 97,731 | +27.1% | 1.86% | +26.6% |
| Q4 2018 | $4,608,000 | -16.1% | 76,888 | -1.4% | 1.47% | -8.9% |
| Q3 2018 | $5,490,000 | +17.4% | 78,001 | +10.1% | 1.62% | +9.6% |
| Q2 2018 | $4,676,000 | -1.8% | 70,857 | -5.0% | 1.47% | -18.5% |
| Q1 2018 | $4,760,000 | +8.8% | 74,615 | +10.1% | 1.81% | +60.1% |
| Q4 2017 | $4,373,000 | +121.8% | 67,782 | +108.1% | 1.13% | -42.3% |
| Q3 2017 | $1,972,000 | – | 32,567 | – | 1.96% | – |
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% |