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 | $5,563,356 | -1.5% | 111,602 | +2.2% | 0.79% | +3.7% |
| Q2 2023 | $5,647,157 | +8.3% | 109,229 | +0.2% | 0.76% | -0.7% |
| Q1 2023 | $5,216,671 | -10.4% | 109,021 | -16.1% | 0.76% | -16.7% |
| Q4 2022 | $5,824,000 | +18.5% | 129,963 | +11.1% | 0.92% | +13.3% |
| Q3 2022 | $4,914,000 | -35.0% | 117,019 | -31.6% | 0.81% | -17.0% |
| Q2 2022 | $7,560,000 | +9.7% | 171,073 | +32.5% | 0.98% | -3.3% |
| Q1 2022 | $6,891,000 | -10.7% | 129,076 | +89.0% | 1.01% | -7.5% |
| Q4 2021 | $7,716,000 | +4.2% | 68,279 | -4.3% | 1.09% | -4.1% |
| Q3 2021 | $7,407,000 | -7.6% | 71,319 | -7.3% | 1.14% | -12.2% |
| Q2 2021 | $8,019,000 | +6.1% | 76,909 | -1.5% | 1.30% | -3.6% |
| Q1 2021 | $7,555,000 | +19.8% | 78,117 | +12.7% | 1.34% | +4.3% |
| Q4 2020 | $6,306,000 | – | 69,303 | – | 1.29% | – |
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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% |