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 | $416,119 | -6.2% | 8,347 | -2.8% | 0.14% | -3.5% |
| Q2 2023 | $443,827 | +2.5% | 8,585 | -5.1% | 0.14% | -24.3% |
| Q1 2023 | $432,893 | +6.8% | 9,047 | +0.0% | 0.19% | +7.4% |
| Q4 2022 | $405,233 | +6.6% | 9,043 | +0.0% | 0.18% | -4.9% |
| Q3 2022 | $380,000 | -4.8% | 9,039 | +0.0% | 0.18% | +0.5% |
| Q2 2022 | $399,000 | -49.1% | 9,035 | -38.5% | 0.18% | -42.0% |
| Q1 2022 | $784,000 | +30.4% | 14,693 | +176.4% | 0.32% | +39.0% |
| Q4 2021 | $601,000 | +8.9% | 5,316 | +0.0% | 0.23% | +1.8% |
| Q3 2021 | $552,000 | -0.9% | 5,314 | -0.5% | 0.22% | +1.4% |
| Q2 2021 | $557,000 | -20.5% | 5,339 | -26.4% | 0.22% | -24.3% |
| Q1 2021 | $701,000 | -6.7% | 7,250 | -12.2% | 0.29% | -6.7% |
| Q4 2020 | $751,000 | +14.3% | 8,255 | +0.1% | 0.31% | +0.3% |
| Q3 2020 | $657,000 | +6.8% | 8,245 | -1.5% | 0.31% | -3.1% |
| Q2 2020 | $615,000 | -5.2% | 8,371 | -22.0% | 0.32% | -25.3% |
| Q1 2020 | $649,000 | -58.1% | 10,734 | -46.7% | 0.43% | -49.5% |
| Q4 2019 | $1,548,000 | +6.5% | 20,132 | -1.6% | 0.85% | -1.2% |
| Q3 2019 | $1,453,000 | -3.3% | 20,462 | -3.9% | 0.86% | -4.6% |
| Q2 2019 | $1,502,000 | +2.7% | 21,301 | -0.9% | 0.91% | +0.9% |
| Q1 2019 | $1,462,000 | +3.7% | 21,487 | -8.7% | 0.90% | -5.3% |
| Q4 2018 | $1,410,000 | – | 23,532 | – | 0.95% | – |
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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% |