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 | $816,606 | +46.0% | 16,381 | +51.4% | 0.18% | +39.7% |
| Q2 2023 | $559,369 | +8.2% | 10,819 | +0.1% | 0.13% | -2.2% |
| Q1 2023 | $517,202 | -30.3% | 10,809 | -34.7% | 0.13% | -23.9% |
| Q4 2022 | $742,041 | +33.7% | 16,560 | +25.4% | 0.18% | +8.6% |
| Q3 2022 | $555,000 | +220.8% | 13,210 | +694.3% | 0.16% | +285.7% |
| Q3 2021 | $173,000 | 0.0% | 1,663 | 0.0% | 0.04% | -6.7% |
| Q2 2021 | $173,000 | +7.5% | 1,663 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $161,000 | +6.6% | 1,663 | 0.0% | 0.04% | -8.2% |
| Q4 2020 | $151,000 | +14.4% | 1,663 | 0.0% | 0.05% | -7.5% |
| Q3 2020 | $132,000 | +8.2% | 1,663 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $122,000 | +22.0% | 1,663 | 0.0% | 0.05% | +8.2% |
| Q1 2020 | $100,000 | -21.9% | 1,663 | 0.0% | 0.05% | +28.9% |
| Q4 2019 | $128,000 | +8.5% | 1,663 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $118,000 | +0.9% | 1,663 | 0.0% | 0.04% | +11.8% |
| Q2 2019 | $117,000 | +3.5% | 1,663 | 0.0% | 0.03% | +3.0% |
| Q1 2019 | $113,000 | +13.0% | 1,663 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $100,000 | 0.0% | 1,663 | +17.3% | 0.03% | -10.8% |
| Q3 2018 | $100,000 | – | 1,418 | +146.6% | 0.04% | – |
| Q2 2016 | $0 | -100.0% | 575 | 0.0% | 0.00% | -100.0% |
| Q4 2015 | $28,000 | – | 575 | – | 0.01% | – |
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% |