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 | $190,427 | -6.2% | 3,820 | -2.7% | 0.04% | -2.4% |
| Q2 2023 | $203,026 | +6.1% | 3,927 | -1.8% | 0.04% | 0.0% |
| Q1 2023 | $191,400 | +6.1% | 4,000 | -0.6% | 0.04% | 0.0% |
| Q4 2022 | $180,315 | +1.3% | 4,024 | -5.2% | 0.04% | -16.3% |
| Q3 2022 | $178,000 | -12.7% | 4,244 | -8.0% | 0.05% | -10.9% |
| Q2 2022 | $204,000 | +22.2% | 4,613 | +47.8% | 0.06% | -27.6% |
| Q1 2022 | $167,000 | -44.9% | 3,122 | +16.4% | 0.08% | -10.6% |
| Q4 2021 | $303,000 | -5.9% | 2,683 | -13.4% | 0.08% | -21.3% |
| Q3 2021 | $322,000 | -3.6% | 3,098 | -3.3% | 0.11% | -10.7% |
| Q2 2021 | $334,000 | -8.5% | 3,203 | -15.2% | 0.12% | -23.4% |
| Q1 2021 | $365,000 | +23.3% | 3,779 | +16.1% | 0.16% | +18.8% |
| Q4 2020 | $296,000 | +8.0% | 3,255 | -5.5% | 0.13% | -6.3% |
| Q3 2020 | $274,000 | +12.8% | 3,445 | +4.2% | 0.14% | +6.0% |
| Q2 2020 | $243,000 | +26.6% | 3,307 | +3.9% | 0.13% | +7.2% |
| Q1 2020 | $192,000 | -22.3% | 3,184 | -0.7% | 0.12% | -1.6% |
| Q4 2019 | $247,000 | +3.3% | 3,207 | -4.5% | 0.13% | -1.6% |
| Q3 2019 | $239,000 | -1.2% | 3,359 | -2.0% | 0.13% | -2.3% |
| Q2 2019 | $242,000 | +4.3% | 3,428 | +0.5% | 0.13% | +2.3% |
| Q1 2019 | $232,000 | +32.6% | 3,412 | +16.8% | 0.13% | +17.3% |
| Q4 2018 | $175,000 | -11.2% | 2,921 | +4.5% | 0.11% | 0.0% |
| Q3 2018 | $197,000 | +7.1% | 2,795 | +0.1% | 0.11% | +2.8% |
| Q2 2018 | $184,000 | +8.9% | 2,792 | +5.3% | 0.11% | +7.0% |
| Q1 2018 | $169,000 | +5.0% | 2,651 | +6.4% | 0.10% | +7.5% |
| Q4 2017 | $161,000 | +9.5% | 2,492 | +3.1% | 0.09% | +3.3% |
| Q3 2017 | $147,000 | +10.5% | 2,418 | -10.1% | 0.09% | +63.6% |
| Q1 2016 | $133,000 | -9.5% | 2,689 | -10.2% | 0.06% | -56.3% |
| Q4 2015 | $147,000 | – | 2,995 | – | 0.13% | – |
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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% |