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 | $4,111,612 | -4.6% | 82,480 | -1.1% | 0.71% | -2.6% |
| Q2 2023 | $4,311,390 | +6.7% | 83,392 | -1.2% | 0.73% | +4.3% |
| Q1 2023 | $4,040,728 | +2.9% | 84,446 | -3.7% | 0.70% | 0.0% |
| Q4 2022 | $3,927,980 | +6.5% | 87,659 | -0.2% | 0.70% | -0.9% |
| Q3 2022 | $3,688,000 | -8.3% | 87,819 | -3.5% | 0.70% | -1.9% |
| Q2 2022 | $4,022,000 | -18.2% | 91,021 | -1.2% | 0.72% | -7.6% |
| Q1 2022 | $4,917,000 | -3.9% | 92,090 | +98.1% | 0.78% | -1.1% |
| Q4 2021 | $5,115,000 | -0.6% | 46,492 | -6.2% | 0.79% | -6.7% |
| Q3 2021 | $5,148,000 | -1.7% | 49,565 | -1.3% | 0.84% | -2.1% |
| Q2 2021 | $5,237,000 | +7.0% | 50,230 | -0.8% | 0.86% | +0.5% |
| Q1 2021 | $4,895,000 | +4.1% | 50,610 | -2.1% | 0.86% | +7.5% |
| Q4 2020 | $4,704,000 | +14.1% | 51,699 | -0.1% | 0.80% | +36.8% |
| Q3 2020 | $4,121,000 | +5.3% | 51,743 | -2.9% | 0.58% | -2.2% |
| Q2 2020 | $3,915,000 | +19.6% | 53,282 | -1.6% | 0.60% | -1.3% |
| Q1 2020 | $3,273,000 | -23.0% | 54,170 | -2.1% | 0.60% | -11.7% |
| Q4 2019 | $4,253,000 | +5.0% | 55,323 | +0.9% | 0.68% | +4.0% |
| Q3 2019 | $4,049,000 | +2.6% | 54,804 | -2.1% | 0.66% | -60.8% |
| Q2 2019 | $3,947,000 | -1.1% | 55,960 | -4.6% | 1.68% | -6.5% |
| Q1 2019 | $3,992,000 | +11.6% | 58,659 | -1.7% | 1.79% | -0.4% |
| Q4 2018 | $3,576,000 | -16.3% | 59,662 | -1.6% | 1.80% | -6.1% |
| Q3 2018 | $4,270,000 | +2.9% | 60,661 | -3.6% | 1.92% | -5.8% |
| Q2 2018 | $4,151,000 | +4.3% | 62,907 | +0.9% | 2.04% | +2.0% |
| Q1 2018 | $3,978,000 | -5.7% | 62,362 | -4.6% | 2.00% | -3.4% |
| Q4 2017 | $4,217,000 | +6.3% | 65,352 | +0.3% | 2.07% | +4.4% |
| Q3 2017 | $3,967,000 | +2.2% | 65,126 | -1.9% | 1.98% | -0.8% |
| Q2 2017 | $3,881,000 | +2.8% | 66,381 | +0.3% | 2.00% | -0.8% |
| Q1 2017 | $3,776,000 | +6.7% | 66,177 | +1.3% | 2.01% | +7.7% |
| Q4 2016 | $3,538,000 | – | 65,303 | – | 1.87% | – |
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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% |