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 | $6,282,453 | +16.1% | 126,027 | +20.4% | 2.29% | +18.6% |
| Q2 2023 | $5,412,367 | +7.5% | 104,688 | -0.5% | 1.93% | +2.9% |
| Q1 2023 | $5,032,981 | +7.4% | 105,182 | +0.5% | 1.87% | +1.5% |
| Q4 2022 | $4,687,496 | +10.2% | 104,608 | +3.3% | 1.84% | +4.0% |
| Q3 2022 | $4,253,000 | -3.4% | 101,291 | +1.6% | 1.77% | +4.7% |
| Q2 2022 | $4,403,000 | -18.2% | 99,648 | -1.2% | 1.69% | -6.2% |
| Q1 2022 | $5,384,000 | -9.9% | 100,850 | +90.7% | 1.80% | -6.8% |
| Q4 2021 | $5,976,000 | +6.8% | 52,876 | -1.9% | 1.94% | +2.1% |
| Q3 2021 | $5,596,000 | -1.8% | 53,879 | -1.4% | 1.90% | -2.0% |
| Q2 2021 | $5,696,000 | +7.3% | 54,630 | -0.5% | 1.94% | +0.6% |
| Q1 2021 | $5,308,000 | +7.8% | 54,886 | +1.5% | 1.92% | +3.8% |
| Q4 2020 | $4,922,000 | +22.1% | 54,092 | +6.9% | 1.85% | +6.5% |
| Q3 2020 | $4,030,000 | +10.3% | 50,606 | +1.8% | 1.74% | +1.5% |
| Q2 2020 | $3,653,000 | +6.7% | 49,717 | -12.2% | 1.72% | -1.9% |
| Q1 2020 | $3,423,000 | -64.3% | 56,647 | -54.6% | 1.75% | -14.6% |
| Q4 2019 | $9,596,000 | +8.5% | 124,828 | +0.3% | 2.05% | +4.2% |
| Q3 2019 | $8,842,000 | +105.5% | 124,514 | +104.2% | 1.96% | +1.7% |
| Q2 2019 | $4,302,000 | -48.5% | 60,988 | -50.3% | 1.93% | +0.6% |
| Q1 2019 | $8,354,000 | +129.1% | 122,760 | +101.8% | 1.92% | +7.1% |
| Q4 2018 | $3,646,000 | -49.4% | 60,831 | -40.6% | 1.79% | +10.7% |
| Q3 2018 | $7,204,000 | +122.0% | 102,342 | +108.1% | 1.62% | +8.1% |
| Q2 2018 | $3,245,000 | +24.6% | 49,171 | +20.4% | 1.50% | +21.0% |
| Q1 2018 | $2,605,000 | -74.3% | 40,842 | -74.0% | 1.24% | -35.4% |
| Q4 2017 | $10,130,000 | +12.3% | 156,992 | +6.0% | 1.92% | +10.3% |
| Q3 2017 | $9,022,000 | +2.3% | 148,110 | -1.9% | 1.74% | +0.8% |
| Q2 2017 | $8,822,000 | +107.7% | 150,920 | +102.8% | 1.73% | +0.7% |
| Q1 2017 | $4,247,000 | -40.9% | 74,430 | -43.9% | 1.72% | +9.7% |
| Q4 2016 | $7,186,000 | +2038.7% | 132,622 | +1837.5% | 1.56% | +915.6% |
| Q4 2015 | $336,000 | – | 6,845 | – | 0.15% | – |
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% |