SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 735 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,532,836 | +2.8% | 24,381 | -0.2% | 0.28% | -20.2% |
| Q1 2024 | $1,491,454 | -30.8% | 24,430 | -36.9% | 0.35% | -35.7% |
| Q4 2023 | $2,154,677 | -14.2% | 38,704 | -23.1% | 0.55% | -22.4% |
| Q3 2023 | $2,509,961 | -4.4% | 50,350 | -0.8% | 0.70% | +5.7% |
| Q2 2023 | $2,624,961 | +1.7% | 50,773 | -5.9% | 0.67% | +0.3% |
| Q1 2023 | $2,581,502 | -24.8% | 53,950 | -29.6% | 0.66% | -25.2% |
| Q4 2022 | $3,433,412 | -17.2% | 76,622 | -22.5% | 0.89% | -21.4% |
| Q3 2022 | $4,149,000 | +1.8% | 98,812 | +7.1% | 1.13% | +0.1% |
| Q2 2022 | $4,076,000 | -18.0% | 92,236 | -0.9% | 1.13% | -20.5% |
| Q1 2022 | $4,971,000 | -5.1% | 93,104 | +100.9% | 1.42% | -5.8% |
| Q4 2021 | $5,237,000 | +21.7% | 46,343 | +11.8% | 1.51% | +10.3% |
| Q3 2021 | $4,304,000 | +89.3% | 41,442 | +90.0% | 1.37% | +19.5% |
| Q2 2021 | $2,274,000 | +14112.5% | 21,812 | +10972.1% | 1.14% | +11340.0% |
| Q3 2020 | $16,000 | – | 197 | – | 0.01% | – |
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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% |