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 | $1,114,709 | -3.4% | 22,361 | +0.2% | 0.07% | +3.0% |
| Q2 2023 | $1,153,523 | +8.1% | 22,312 | +0.1% | 0.07% | +3.1% |
| Q1 2023 | $1,067,079 | +6.7% | 22,300 | -0.1% | 0.06% | 0.0% |
| Q4 2022 | $1,000,015 | +8.9% | 22,317 | +2.1% | 0.06% | +3.2% |
| Q3 2022 | $918,000 | -4.9% | 21,850 | +0.0% | 0.06% | -1.6% |
| Q2 2022 | $965,000 | -20.7% | 21,840 | -4.2% | 0.06% | -11.3% |
| Q1 2022 | $1,217,000 | -5.4% | 22,789 | +100.1% | 0.07% | -6.6% |
| Q4 2021 | $1,287,000 | +20.2% | 11,390 | +10.5% | 0.08% | +7.0% |
| Q3 2021 | $1,071,000 | +330.1% | 10,309 | +331.7% | 0.07% | +294.4% |
| Q2 2021 | $249,000 | +8.3% | 2,388 | +0.3% | 0.02% | -14.3% |
| Q1 2021 | $230,000 | +14.4% | 2,380 | +7.8% | 0.02% | -4.5% |
| Q4 2020 | $201,000 | – | 2,208 | – | 0.02% | – |
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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% |