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 | $548 | +58.8% | 11,253 | +55.9% | 0.01% | -17.6% |
| Q1 2023 | $345 | -15.4% | 7,218 | -20.6% | 0.02% | -22.7% |
| Q4 2022 | $408 | -99.9% | 9,096 | +26.3% | 0.02% | +22.2% |
| Q3 2022 | $302,000 | -5.0% | 7,201 | +0.1% | 0.02% | +5.9% |
| Q2 2022 | $318,000 | -13.6% | 7,196 | +4.4% | 0.02% | -10.5% |
| Q1 2022 | $368,000 | -3.2% | 6,893 | +104.8% | 0.02% | 0.0% |
| Q4 2021 | $380,000 | +4.4% | 3,365 | -4.0% | 0.02% | -9.5% |
| Q3 2021 | $364,000 | +2.8% | 3,507 | +3.2% | 0.02% | -4.5% |
| Q2 2021 | $354,000 | -1.1% | 3,398 | -8.3% | 0.02% | -18.5% |
| Q1 2021 | $358,000 | +16.2% | 3,706 | +9.5% | 0.03% | +3.8% |
| Q4 2020 | $308,000 | -4.9% | 3,385 | -26.2% | 0.03% | -61.8% |
| Q2 2019 | $324,000 | -35.2% | 4,588 | -37.6% | 0.07% | -48.1% |
| Q1 2019 | $500,000 | – | 7,351 | – | 0.13% | – |
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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% |