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 | $28,830 | -3.2% | 578 | +0.3% | 0.02% | +9.1% |
| Q2 2023 | $29,788 | +8.4% | 576 | +0.3% | 0.02% | +4.8% |
| Q1 2023 | $27,468 | +7.2% | 574 | +0.3% | 0.02% | +10.5% |
| Q4 2022 | $25,624 | +6.8% | 572 | +0.5% | 0.02% | -5.0% |
| Q3 2022 | $24,000 | -4.0% | 569 | +0.4% | 0.02% | 0.0% |
| Q2 2022 | $25,000 | -16.7% | 567 | +0.4% | 0.02% | 0.0% |
| Q1 2022 | $30,000 | -6.2% | 565 | +101.1% | 0.02% | 0.0% |
| Q4 2021 | $32,000 | +10.3% | 281 | +0.4% | 0.02% | -4.8% |
| Q3 2021 | $29,000 | 0.0% | 280 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $29,000 | +7.4% | 280 | +0.4% | 0.02% | -4.5% |
| Q1 2021 | $27,000 | +8.0% | 279 | +0.4% | 0.02% | +4.8% |
| Q4 2020 | $25,000 | +13.6% | 278 | +0.4% | 0.02% | +5.0% |
| Q3 2020 | $22,000 | +10.0% | 277 | +0.7% | 0.02% | -9.1% |
| Q2 2020 | $20,000 | +25.0% | 275 | +0.4% | 0.02% | +15.8% |
| Q1 2020 | $16,000 | -20.0% | 274 | +0.7% | 0.02% | -9.5% |
| Q4 2019 | $20,000 | – | 272 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,185,199 | $108,932,164 | 39.30% |
| HT Partners LLC | 2,221,348 | $110,734,202 | 33.09% |
| Socha Financial Group, LLC | 995,743 | $49,637,787 | 26.40% |
| Morton Brown Family Wealth, LLC | 1,007,164 | $50,207,111 | 25.67% |
| Strid Group, LLC | 2,452,051 | $122,234,750 | 25.55% |
| Members Advisory Group LLC | 747,794 | $37,277,554 | 24.08% |
| MYECFO, LLC | 690,115 | $34,466,005 | 23.90% |
| FREEDOM WEALTH ALLIANCE, LLC | 270,045 | $13,461,742 | 22.15% |
| Hanson & Doremus Investment Management | 1,898,228 | $94,627 | 19.52% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,985,574 | $148,830,844 | 19.42% |