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 | $2,245,015 | -8.0% | 45,035 | -4.5% | 0.61% | -6.9% |
| Q2 2023 | $2,439,174 | +6.5% | 47,179 | -1.4% | 0.65% | -5.9% |
| Q1 2023 | $2,289,964 | -0.2% | 47,857 | -6.5% | 0.70% | -8.4% |
| Q4 2022 | $2,293,989 | -5.5% | 51,194 | -11.5% | 0.76% | -14.8% |
| Q3 2022 | $2,428,000 | -45.4% | 57,832 | -30.5% | 0.89% | -36.8% |
| Q2 2022 | $4,444,000 | 0.0% | 83,240 | 0.0% | 1.41% | 0.0% |
| Q1 2022 | $4,444,000 | +29.5% | 83,240 | +174.1% | 1.41% | +19.0% |
| Q4 2021 | $3,432,000 | +6.3% | 30,370 | -2.4% | 1.18% | -10.4% |
| Q3 2021 | $3,230,000 | -1.8% | 31,102 | -1.4% | 1.32% | -12.3% |
| Q2 2021 | $3,290,000 | +8.9% | 31,557 | +1.0% | 1.51% | -5.8% |
| Q1 2021 | $3,022,000 | +10.2% | 31,245 | +3.3% | 1.60% | -1.9% |
| Q4 2020 | $2,743,000 | +15.6% | 30,259 | +1.6% | 1.63% | -12.5% |
| Q3 2020 | $2,372,000 | -46.0% | 29,784 | -0.5% | 1.86% | +12.1% |
| Q2 2020 | $4,392,000 | +136.3% | 29,921 | -2.7% | 1.66% | -1.9% |
| Q1 2020 | $1,859,000 | -22.4% | 30,761 | -8.8% | 1.70% | +2.0% |
| Q4 2019 | $2,395,000 | 0.0% | 33,722 | 0.0% | 1.66% | +0.4% |
| Q3 2019 | $2,395,000 | -3.9% | 33,722 | -4.6% | 1.66% | -6.0% |
| Q2 2019 | $2,492,000 | +4.9% | 35,332 | +1.2% | 1.76% | -0.2% |
| Q1 2019 | $2,376,000 | +13.1% | 34,922 | -0.4% | 1.76% | -2.4% |
| Q4 2018 | $2,100,000 | – | 35,045 | – | 1.81% | – |
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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% |