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 | $8,716,962 | -5.8% | 174,864 | -2.3% | 0.07% | 0.0% |
| Q2 2023 | $9,249,970 | +11.6% | 178,915 | +3.3% | 0.07% | -18.5% |
| Q1 2023 | $8,290,515 | +325.9% | 173,260 | +298.8% | 0.08% | +237.5% |
| Q4 2022 | $1,946,795 | +8.5% | 43,445 | +1.6% | 0.02% | +4.3% |
| Q3 2022 | $1,794,000 | +15.4% | 42,741 | +21.5% | 0.02% | +9.5% |
| Q2 2022 | $1,554,000 | -15.5% | 35,180 | +2.1% | 0.02% | +5.0% |
| Q1 2022 | $1,838,000 | +20.9% | 34,444 | +156.0% | 0.02% | +17.6% |
| Q4 2021 | $1,520,000 | -4.1% | 13,457 | -11.9% | 0.02% | -22.7% |
| Q3 2021 | $1,585,000 | -0.4% | 15,269 | +0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,592,000 | +165.3% | 15,264 | +146.0% | 0.02% | +120.0% |
| Q1 2021 | $600,000 | +6.4% | 6,204 | +0.1% | 0.01% | -16.7% |
| Q4 2020 | $564,000 | +79.6% | 6,199 | +57.4% | 0.01% | +50.0% |
| Q3 2020 | $314,000 | – | 3,939 | – | 0.01% | – |
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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% |