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 | $122,391 | -3.9% | 2,455 | -0.3% | 0.01% | -7.7% |
| Q2 2023 | $127,314 | -14.0% | 2,463 | -20.4% | 0.01% | -23.5% |
| Q1 2023 | $148,046 | -95.2% | 3,094 | -95.5% | 0.02% | -95.3% |
| Q4 2022 | $3,077,209 | -8.5% | 68,672 | -14.3% | 0.36% | -16.3% |
| Q3 2022 | $3,364,000 | -7.7% | 80,126 | -2.8% | 0.44% | -1.1% |
| Q2 2022 | $3,644,000 | -9.8% | 82,459 | +9.0% | 0.44% | +0.2% |
| Q1 2022 | $4,041,000 | -0.2% | 75,682 | +111.2% | 0.44% | -8.3% |
| Q4 2021 | $4,050,000 | +8.0% | 35,841 | -0.8% | 0.48% | +1.3% |
| Q3 2021 | $3,751,000 | -55.9% | 36,117 | -55.8% | 0.47% | -55.7% |
| Q2 2021 | $8,512,000 | +10.3% | 81,634 | +2.3% | 1.07% | -1.8% |
| Q1 2021 | $7,717,000 | +10.5% | 79,798 | +4.0% | 1.09% | +5.1% |
| Q4 2020 | $6,984,000 | +29.9% | 76,751 | +13.7% | 1.04% | +2.5% |
| Q3 2020 | $5,377,000 | +7.8% | 67,515 | -0.5% | 1.01% | +0.2% |
| Q2 2020 | $4,986,000 | +29.6% | 67,868 | +6.6% | 1.01% | +7.6% |
| Q1 2020 | $3,848,000 | +3709.9% | 63,673 | +4723.7% | 0.94% | +3377.8% |
| Q4 2019 | $101,000 | +7.4% | 1,320 | 0.0% | 0.03% | +3.8% |
| Q3 2019 | $94,000 | 0.0% | 1,320 | 0.0% | 0.03% | -10.3% |
| Q2 2019 | $94,000 | +4.4% | 1,320 | 0.0% | 0.03% | -14.7% |
| Q1 2019 | $90,000 | +13.9% | 1,320 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $79,000 | – | 1,320 | – | 0.03% | – |
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% |