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 2021 | $1,109,000 | +7.8% | 10,639 | 0.0% | 0.11% | 0.0% |
| Q1 2021 | $1,029,000 | +4.8% | 10,639 | -1.5% | 0.11% | -1.7% |
| Q4 2020 | $982,000 | +12.1% | 10,797 | -1.9% | 0.12% | -2.5% |
| Q3 2020 | $876,000 | +4.9% | 11,001 | -3.2% | 0.12% | -14.5% |
| Q2 2020 | $835,000 | +17.4% | 11,362 | -3.5% | 0.14% | -4.2% |
| Q1 2020 | $711,000 | -21.4% | 11,772 | 0.0% | 0.14% | -2.7% |
| Q4 2019 | $905,000 | +7.0% | 11,772 | -1.1% | 0.15% | -2.0% |
| Q3 2019 | $846,000 | 0.0% | 11,906 | -0.7% | 0.15% | -0.7% |
| Q2 2019 | $846,000 | +1.3% | 11,989 | -2.3% | 0.15% | -2.6% |
| Q1 2019 | $835,000 | +10.9% | 12,273 | -2.3% | 0.16% | -0.6% |
| Q4 2018 | $753,000 | – | 12,566 | – | 0.16% | – |
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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% |