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 | $2,682,127 | +0.7% | 53,804 | +4.5% | 0.74% | +2.5% |
| Q2 2023 | $2,662,662 | +6.1% | 51,502 | -1.8% | 0.72% | -3.4% |
| Q1 2023 | $2,510,379 | +6.3% | 52,464 | -0.5% | 0.74% | -3.6% |
| Q4 2022 | $2,361,879 | -2.7% | 52,709 | -8.9% | 0.77% | -11.6% |
| Q3 2022 | $2,428,000 | -10.8% | 57,832 | -6.1% | 0.87% | -6.3% |
| Q2 2022 | $2,723,000 | -14.7% | 61,612 | +3.1% | 0.93% | -2.8% |
| Q1 2022 | $3,191,000 | -0.5% | 59,767 | +110.6% | 0.96% | +0.7% |
| Q4 2021 | $3,207,000 | +23.5% | 28,377 | +13.5% | 0.95% | +8.4% |
| Q3 2021 | $2,597,000 | +0.7% | 25,005 | +1.1% | 0.88% | -2.0% |
| Q2 2021 | $2,579,000 | +9.2% | 24,738 | +1.3% | 0.90% | -1.8% |
| Q1 2021 | $2,361,000 | +7.3% | 24,415 | +0.9% | 0.91% | -1.3% |
| Q4 2020 | $2,201,000 | +15.0% | 24,192 | +0.6% | 0.92% | +1.1% |
| Q3 2020 | $1,914,000 | +1.4% | 24,036 | -6.5% | 0.92% | -8.2% |
| Q2 2020 | $1,888,000 | +21.0% | 25,700 | -0.5% | 1.00% | -0.1% |
| Q1 2020 | $1,560,000 | -12.3% | 25,822 | +11.6% | 1.00% | +2.8% |
| Q4 2019 | $1,779,000 | +9.0% | 23,146 | +0.7% | 0.97% | -1.6% |
| Q3 2019 | $1,632,000 | -0.4% | 22,985 | -1.1% | 0.99% | +0.2% |
| Q2 2019 | $1,639,000 | +20.9% | 23,240 | +16.6% | 0.98% | +11.4% |
| Q1 2019 | $1,356,000 | +17.7% | 19,928 | +3.7% | 0.88% | +6.2% |
| Q4 2018 | $1,152,000 | – | 19,220 | – | 0.83% | – |
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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% |