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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $609,546 | +39.1% | 11,790 | +28.7% | 0.13% | +18.7% |
| Q1 2023 | $438,237 | -16.9% | 9,159 | -22.1% | 0.11% | -18.3% |
| Q4 2022 | $527,067 | +0.6% | 11,762 | +0.2% | 0.13% | -5.8% |
| Q3 2022 | $524,000 | -1.3% | 11,741 | -2.4% | 0.14% | -10.3% |
| Q2 2022 | $531,000 | -17.2% | 12,026 | +0.2% | 0.16% | -22.9% |
| Q1 2022 | $641,000 | -7.0% | 12,007 | +97.0% | 0.20% | -6.1% |
| Q4 2021 | $689,000 | +10.8% | 6,096 | +1.8% | 0.21% | 0.0% |
| Q3 2021 | $622,000 | +0.6% | 5,988 | +1.1% | 0.21% | -0.5% |
| Q2 2021 | $618,000 | +10.0% | 5,923 | +1.9% | 0.22% | -0.9% |
| Q1 2021 | $562,000 | +16.1% | 5,815 | +9.2% | 0.22% | +0.9% |
| Q4 2020 | $484,000 | +11.5% | 5,324 | -2.2% | 0.22% | -0.9% |
| Q3 2020 | $434,000 | +9.9% | 5,444 | +1.3% | 0.22% | +1.9% |
| Q2 2020 | $395,000 | +16.2% | 5,375 | -4.4% | 0.21% | -5.3% |
| Q1 2020 | $340,000 | -25.3% | 5,621 | -5.0% | 0.22% | -12.8% |
| Q4 2019 | $455,000 | +12.6% | 5,917 | +4.1% | 0.26% | +6.2% |
| Q3 2019 | $404,000 | -9.0% | 5,686 | -9.7% | 0.24% | -10.0% |
| Q2 2019 | $444,000 | +3.5% | 6,298 | 0.0% | 0.27% | -1.5% |
| Q1 2019 | $429,000 | +13.8% | 6,298 | +0.1% | 0.27% | +1.1% |
| Q4 2018 | $377,000 | -12.1% | 6,293 | -1.0% | 0.27% | -5.2% |
| Q3 2018 | $429,000 | +60.7% | 6,355 | +57.0% | 0.29% | +45.9% |
| Q2 2018 | $267,000 | +3.5% | 4,048 | 0.0% | 0.20% | 0.0% |
| Q1 2018 | $258,000 | -13.1% | 4,048 | -12.2% | 0.20% | -26.6% |
| Q4 2017 | $297,000 | – | 4,609 | – | 0.27% | – |
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% |