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 | $3,424,991 | +6.6% | 66,247 | -1.4% | 0.16% | -1.2% |
| Q1 2023 | $3,213,520 | +105747.2% | 67,158 | -0.9% | 0.17% | +4.4% |
| Q4 2022 | $3,036 | -99.9% | 67,746 | +0.0% | 0.16% | -3.6% |
| Q3 2022 | $2,844,000 | -4.8% | 67,742 | +0.2% | 0.17% | +5.7% |
| Q2 2022 | $2,988,000 | -23.6% | 67,617 | -7.6% | 0.16% | -18.7% |
| Q1 2022 | $3,909,000 | -5.5% | 73,212 | +100.0% | 0.19% | -2.0% |
| Q4 2021 | $4,136,000 | +8.8% | 36,598 | +0.0% | 0.20% | -3.9% |
| Q3 2021 | $3,800,000 | -1.7% | 36,586 | -1.3% | 0.20% | -11.3% |
| Q2 2021 | $3,865,000 | +4.6% | 37,065 | -3.0% | 0.23% | -12.2% |
| Q1 2021 | $3,694,000 | -2.2% | 38,195 | -8.0% | 0.26% | -19.8% |
| Q4 2020 | $3,776,000 | +14.3% | 41,504 | +0.0% | 0.33% | -2.4% |
| Q3 2020 | $3,304,000 | +6.2% | 41,491 | -2.0% | 0.34% | -2.6% |
| Q2 2020 | $3,111,000 | -39.9% | 42,345 | -50.5% | 0.34% | -50.8% |
| Q1 2020 | $5,173,000 | +170.1% | 85,601 | +243.8% | 0.70% | +212.9% |
| Q4 2019 | $1,915,000 | +6.3% | 24,902 | -1.8% | 0.22% | -5.9% |
| Q3 2019 | $1,801,000 | +1.5% | 25,361 | +0.8% | 0.24% | -9.2% |
| Q2 2019 | $1,774,000 | -4.5% | 25,150 | -7.8% | 0.26% | -14.7% |
| Q1 2019 | $1,857,000 | +13.4% | 27,285 | -0.1% | 0.31% | -2.8% |
| Q4 2018 | $1,637,000 | -3.1% | 27,322 | +13.8% | 0.32% | +1.0% |
| Q3 2018 | $1,690,000 | +58.5% | 24,006 | +48.6% | 0.31% | +42.3% |
| Q2 2018 | $1,066,000 | +69.7% | 16,157 | +64.0% | 0.22% | +46.7% |
| Q1 2018 | $628,000 | +23.9% | 9,849 | +25.2% | 0.15% | +19.0% |
| Q4 2017 | $507,000 | +55.5% | 7,866 | +47.1% | 0.13% | +18.9% |
| Q3 2017 | $326,000 | +4.2% | 5,348 | 0.0% | 0.11% | -10.9% |
| Q2 2017 | $313,000 | +2.3% | 5,348 | -0.3% | 0.12% | -10.5% |
| Q1 2017 | $306,000 | +19.5% | 5,365 | +13.5% | 0.13% | +0.8% |
| Q4 2016 | $256,000 | – | 4,726 | – | 0.13% | – |
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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% |