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 | $6,259,372 | -3.6% | 125,564 | -0.0% | 0.56% | +13.8% |
| Q2 2023 | $6,492,427 | +8.6% | 125,579 | +0.5% | 0.49% | -1.2% |
| Q1 2023 | $5,978,682 | +18.9% | 124,946 | +11.4% | 0.50% | +1.6% |
| Q4 2022 | $5,026,270 | +2.3% | 112,168 | -4.1% | 0.49% | -12.3% |
| Q3 2022 | $4,912,000 | -19.0% | 116,970 | +118.1% | 0.56% | -6.0% |
| Q4 2021 | $6,062,000 | +17.1% | 53,640 | +7.6% | 0.60% | +4.2% |
| Q3 2021 | $5,178,000 | +5.4% | 49,856 | +5.8% | 0.57% | +2.0% |
| Q2 2021 | $4,912,000 | +32.0% | 47,104 | +22.4% | 0.56% | +17.8% |
| Q1 2021 | $3,722,000 | +16.8% | 38,484 | +9.8% | 0.48% | -11.7% |
| Q4 2020 | $3,188,000 | +25.0% | 35,042 | +12.0% | 0.54% | +10.2% |
| Q3 2020 | $2,551,000 | +6.3% | 31,285 | -1.5% | 0.49% | -9.4% |
| Q2 2020 | $2,399,000 | +17.6% | 31,777 | +2.9% | 0.54% | -1.5% |
| Q1 2020 | $2,040,000 | +21.4% | 30,883 | +42.4% | 0.55% | +33.3% |
| Q4 2019 | $1,680,000 | +53.0% | 21,691 | +37.6% | 0.41% | +36.0% |
| Q3 2019 | $1,098,000 | +4.3% | 15,765 | +8.6% | 0.30% | +5.9% |
| Q2 2019 | $1,053,000 | +3.3% | 14,511 | +0.7% | 0.29% | -7.7% |
| Q1 2019 | $1,019,000 | +2.7% | 14,403 | -3.9% | 0.31% | -0.3% |
| Q4 2018 | $992,000 | +6.3% | 14,982 | +5.7% | 0.31% | -57.0% |
| Q3 2018 | $933,000 | +2.9% | 14,177 | +3.1% | 0.72% | -9.5% |
| Q2 2018 | $907,000 | +2.8% | 13,751 | -0.6% | 0.80% | -4.3% |
| Q1 2018 | $882,000 | +1.5% | 13,828 | +2.7% | 0.84% | -8.1% |
| Q4 2017 | $869,000 | – | 13,461 | – | 0.91% | – |
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% |