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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,797,672 | +1021.0% | 107,067 | +950.3% | 0.42% | +929.3% |
| Q3 2022 | $428,000 | -20.1% | 10,194 | -16.0% | 0.04% | -18.0% |
| Q2 2022 | $536,000 | +88.1% | 12,131 | +127.0% | 0.05% | +100.0% |
| Q1 2022 | $285,000 | -2.1% | 5,343 | +107.3% | 0.02% | -24.2% |
| Q4 2021 | $291,000 | +4.7% | 2,577 | -3.7% | 0.03% | +22.2% |
| Q3 2021 | $278,000 | +4.1% | 2,676 | +4.4% | 0.03% | -3.6% |
| Q2 2021 | $267,000 | -0.7% | 2,564 | -7.9% | 0.03% | -9.7% |
| Q1 2021 | $269,000 | -8.5% | 2,785 | -13.8% | 0.03% | -18.4% |
| Q4 2020 | $294,000 | +2.4% | 3,230 | -10.4% | 0.04% | -13.6% |
| Q3 2020 | $287,000 | +0.3% | 3,604 | -7.5% | 0.04% | -10.2% |
| Q2 2020 | $286,000 | +30.0% | 3,897 | +6.9% | 0.05% | -2.0% |
| Q1 2020 | $220,000 | -24.1% | 3,647 | -3.2% | 0.05% | -9.1% |
| Q4 2019 | $290,000 | +10.3% | 3,767 | +1.9% | 0.06% | -1.8% |
| Q3 2019 | $263,000 | +0.8% | 3,697 | 0.0% | 0.06% | -3.4% |
| Q2 2019 | $261,000 | +28.6% | 3,697 | +24.1% | 0.06% | +3.6% |
| Q1 2019 | $203,000 | +109.3% | 2,978 | +116.1% | 0.06% | +86.7% |
| Q3 2018 | $97,000 | +12.8% | 1,378 | +5.7% | 0.03% | 0.0% |
| Q2 2018 | $86,000 | +13.2% | 1,304 | +9.1% | 0.03% | +3.4% |
| Q1 2018 | $76,000 | +22.6% | 1,195 | +25.0% | 0.03% | +20.8% |
| Q4 2017 | $62,000 | – | 956 | – | 0.02% | – |
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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% |