SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,733 | -3.4% | 7,116 | +0.1% | 0.12% | -1.7% |
| Q2 2023 | $367,380 | +8.0% | 7,106 | 0.0% | 0.12% | -0.8% |
| Q1 2023 | $340,022 | -82.0% | 7,106 | -83.1% | 0.12% | -83.7% |
| Q4 2022 | $1,887,000 | +7.5% | 42,114 | +0.7% | 0.74% | +1.8% |
| Q3 2022 | $1,756,000 | -5.3% | 41,808 | -0.4% | 0.73% | -5.8% |
| Q2 2022 | $1,855,000 | -18.5% | 41,977 | -1.5% | 0.78% | +2.4% |
| Q1 2022 | $2,276,000 | -4.7% | 42,626 | +101.7% | 0.76% | +3.4% |
| Q4 2021 | $2,388,000 | +582.3% | 21,132 | +527.1% | 0.73% | +531.9% |
| Q3 2021 | $350,000 | -17.3% | 3,370 | -17.0% | 0.12% | -21.1% |
| Q2 2021 | $423,000 | +16.2% | 4,060 | +7.8% | 0.15% | +7.3% |
| Q1 2021 | $364,000 | +8.7% | 3,765 | +2.2% | 0.14% | +3.8% |
| Q4 2020 | $335,000 | +14.3% | 3,684 | +0.2% | 0.13% | +2.3% |
| Q3 2020 | $293,000 | +10.6% | 3,675 | +1.9% | 0.13% | -0.8% |
| Q2 2020 | $265,000 | +25.6% | 3,608 | +3.3% | 0.13% | -4.4% |
| Q1 2020 | $211,000 | – | 3,494 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,185,199 | $108,932,164 | 39.30% |
| HT Partners LLC | 2,221,348 | $110,734,202 | 33.09% |
| Socha Financial Group, LLC | 995,743 | $49,637,787 | 26.40% |
| Morton Brown Family Wealth, LLC | 1,007,164 | $50,207,111 | 25.67% |
| Strid Group, LLC | 2,452,051 | $122,234,750 | 25.55% |
| Members Advisory Group LLC | 747,794 | $37,277,554 | 24.08% |
| MYECFO, LLC | 690,115 | $34,466,005 | 23.90% |
| FREEDOM WEALTH ALLIANCE, LLC | 270,045 | $13,461,742 | 22.15% |
| Hanson & Doremus Investment Management | 1,898,228 | $94,627 | 19.52% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,985,574 | $148,830,844 | 19.42% |