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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $681,716 | +15.4% | 13,186 | 0.0% | 0.53% | +22.6% |
| Q1 2023 | $590,865 | 0.0% | 13,186 | 0.0% | 0.43% | -0.7% |
| Q4 2022 | $590,865 | +6.7% | 13,186 | 0.0% | 0.43% | +35.8% |
| Q3 2022 | $554,000 | -5.0% | 13,186 | 0.0% | 0.32% | +5.3% |
| Q2 2022 | $583,000 | -17.2% | 13,186 | 0.0% | 0.30% | +19.4% |
| Q1 2022 | $704,000 | -5.5% | 13,186 | +100.0% | 0.25% | +15.0% |
| Q4 2021 | $745,000 | +8.8% | 6,593 | 0.0% | 0.22% | +5.8% |
| Q3 2021 | $685,000 | -0.3% | 6,593 | 0.0% | 0.21% | +2.5% |
| Q2 2021 | $687,000 | +7.7% | 6,593 | -0.1% | 0.20% | +0.5% |
| Q1 2021 | $638,000 | +14.7% | 6,601 | +8.0% | 0.20% | +16.8% |
| Q4 2020 | $556,000 | – | 6,112 | – | 0.17% | – |
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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% |