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 | $19,812,293 | +5.2% | 397,438 | +9.2% | 6.99% | +6.4% |
| Q2 2023 | $18,825,019 | +7.1% | 364,120 | -0.9% | 6.57% | +1.4% |
| Q1 2023 | $17,575,329 | +9.1% | 367,300 | +2.1% | 6.48% | +1.0% |
| Q4 2022 | $16,114,592 | +5.4% | 359,620 | -1.2% | 6.42% | -13.4% |
| Q3 2022 | $15,289,000 | -4.2% | 364,105 | +0.8% | 7.40% | -3.2% |
| Q2 2022 | $15,955,000 | -15.1% | 361,064 | +2.6% | 7.65% | -17.5% |
| Q1 2022 | $18,790,000 | -2.9% | 351,931 | +105.5% | 9.27% | -5.6% |
| Q4 2021 | $19,358,000 | -4.0% | 171,294 | -11.8% | 9.82% | -21.4% |
| Q3 2021 | $20,160,000 | +3.8% | 194,103 | +4.2% | 12.49% | +1.0% |
| Q2 2021 | $19,422,000 | +13.9% | 186,267 | +5.6% | 12.37% | +4.1% |
| Q1 2021 | $17,053,000 | +9.4% | 176,326 | +3.0% | 11.88% | +1.2% |
| Q4 2020 | $15,581,000 | +14.4% | 171,240 | +0.2% | 11.74% | +1.9% |
| Q3 2020 | $13,614,000 | +11.9% | 170,945 | +3.3% | 11.52% | +4.5% |
| Q2 2020 | $12,164,000 | +21.8% | 165,559 | +0.2% | 11.02% | +4.5% |
| Q1 2020 | $9,984,000 | -18.1% | 165,220 | +4.2% | 10.55% | -0.9% |
| Q4 2019 | $12,191,000 | – | 158,578 | – | 10.65% | – |
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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% |