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 | $2,279,698 | -3.4% | 45,731 | +0.2% | 0.23% | -2.6% |
| Q2 2023 | $2,360,009 | +11.0% | 45,648 | +2.7% | 0.23% | +5.9% |
| Q1 2023 | $2,125,983 | +17.1% | 44,430 | +9.7% | 0.22% | +7.3% |
| Q4 2022 | $1,815,551 | -4.7% | 40,517 | -10.7% | 0.21% | -18.3% |
| Q3 2022 | $1,905,000 | +5.2% | 45,359 | +10.7% | 0.25% | +3.7% |
| Q2 2022 | $1,811,000 | -7.3% | 40,992 | +12.0% | 0.24% | +3.0% |
| Q1 2022 | $1,953,000 | -34.6% | 36,589 | +38.4% | 0.24% | -33.7% |
| Q4 2021 | $2,987,000 | +67.3% | 26,433 | +53.8% | 0.36% | +43.0% |
| Q3 2021 | $1,785,000 | +1.8% | 17,185 | +2.2% | 0.25% | -2.0% |
| Q2 2021 | $1,753,000 | +12.5% | 16,809 | +4.3% | 0.25% | +0.4% |
| Q1 2021 | $1,558,000 | +7.4% | 16,111 | +1.1% | 0.25% | -5.9% |
| Q4 2020 | $1,450,000 | -5.6% | 15,940 | -17.4% | 0.27% | -19.7% |
| Q3 2020 | $1,536,000 | -51.7% | 19,288 | -55.4% | 0.34% | -52.3% |
| Q2 2020 | $3,177,000 | +116.3% | 43,240 | +78.5% | 0.70% | +185.8% |
| Q1 2020 | $1,469,000 | -30.0% | 24,219 | -12.9% | 0.25% | -2.8% |
| Q4 2019 | $2,100,000 | – | 27,794 | – | 0.25% | – |
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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% |