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 | $7,515,016 | +141.5% | 150,753 | +150.5% | 3.94% | +140.2% |
| Q2 2023 | $3,111,619 | +36.6% | 60,186 | +26.5% | 1.64% | +23.4% |
| Q1 2023 | $2,277,264 | +9.1% | 47,592 | +6.7% | 1.33% | +11.1% |
| Q4 2022 | $2,088,103 | +12.1% | 44,618 | +0.6% | 1.20% | +14.8% |
| Q3 2022 | $1,862,000 | -13.2% | 44,345 | -8.6% | 1.04% | -10.5% |
| Q2 2022 | $2,145,000 | +25.8% | 48,531 | +51.9% | 1.16% | +31.5% |
| Q1 2022 | $1,705,000 | -2.2% | 31,941 | +107.0% | 0.89% | -6.0% |
| Q4 2021 | $1,743,000 | +10.5% | 15,428 | +1.6% | 0.94% | +1.6% |
| Q3 2021 | $1,577,000 | +0.8% | 15,182 | +1.2% | 0.93% | -4.4% |
| Q2 2021 | $1,564,000 | +8.0% | 15,000 | +0.2% | 0.97% | +0.5% |
| Q1 2021 | $1,448,000 | +6.8% | 14,969 | +0.5% | 0.97% | -6.8% |
| Q4 2020 | $1,356,000 | – | 14,899 | – | 1.04% | – |
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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% |