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 | $3,170,469 | -3.0% | 63,600 | +0.5% | 0.06% | 0.0% |
| Q2 2023 | $3,270,173 | +109490.2% | 63,253 | +1.4% | 0.06% | -9.7% |
| Q1 2023 | $2,984 | +115.8% | 62,362 | +102.0% | 0.06% | +63.2% |
| Q4 2022 | $1,383 | -99.9% | 30,869 | -11.5% | 0.04% | -19.1% |
| Q3 2022 | $1,465,000 | -4.4% | 34,892 | +0.6% | 0.05% | -2.1% |
| Q2 2022 | $1,533,000 | -19.2% | 34,686 | -2.4% | 0.05% | -17.2% |
| Q1 2022 | $1,898,000 | -10.4% | 35,555 | +89.7% | 0.06% | -7.9% |
| Q4 2021 | $2,118,000 | +10.4% | 18,742 | +1.5% | 0.06% | +1.6% |
| Q3 2021 | $1,918,000 | +2.2% | 18,472 | +2.7% | 0.06% | -6.1% |
| Q2 2021 | $1,876,000 | +20.2% | 17,993 | +11.5% | 0.07% | +3.1% |
| Q1 2021 | $1,561,000 | +461.5% | 16,139 | +427.6% | 0.06% | +392.3% |
| Q4 2020 | $278,000 | +16.3% | 3,059 | +1.7% | 0.01% | -13.3% |
| Q3 2020 | $239,000 | +8.6% | 3,007 | +0.6% | 0.02% | -6.2% |
| Q2 2020 | $220,000 | -6.0% | 2,989 | -2.0% | 0.02% | -20.0% |
| Q4 2019 | $234,000 | +16.4% | 3,049 | +8.0% | 0.02% | -13.0% |
| Q3 2019 | $201,000 | -1.0% | 2,823 | +0.9% | 0.02% | -14.8% |
| Q2 2019 | $203,000 | – | 2,798 | – | 0.03% | – |
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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% |