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 | $25,005 | -3.4% | 502 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $25,888 | +8.2% | 501 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $23,920 | +7.0% | 500 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $22,361 | -30.1% | 499 | -35.4% | 0.01% | -40.0% |
| Q3 2022 | $32,000 | -5.9% | 772 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $34,000 | -17.1% | 772 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $41,000 | +32.3% | 772 | +182.8% | 0.01% | +33.3% |
| Q4 2021 | $31,000 | +10.7% | 273 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $28,000 | 0.0% | 273 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $28,000 | +7.7% | 273 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $26,000 | +4.0% | 273 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $25,000 | -10.7% | 273 | -21.6% | 0.01% | -21.4% |
| Q3 2020 | $28,000 | – | 348 | – | 0.01% | – |
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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% |