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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,543,113 | +14.0% | 101,386 | +6.9% | 2.05% | +4.3% |
| Q3 2022 | $3,984,000 | +48.2% | 94,875 | +55.9% | 1.97% | +52.2% |
| Q2 2022 | $2,689,000 | -17.0% | 60,843 | +0.3% | 1.29% | -38.7% |
| Q1 2022 | $3,240,000 | +31.2% | 60,681 | +177.8% | 2.11% | +50.5% |
| Q4 2021 | $2,469,000 | +58.6% | 21,847 | +45.7% | 1.40% | +44.0% |
| Q3 2021 | $1,557,000 | +16.2% | 14,995 | +16.7% | 0.97% | +15.6% |
| Q2 2021 | $1,340,000 | +0.3% | 12,852 | -7.0% | 0.84% | -5.8% |
| Q1 2021 | $1,336,000 | +131.1% | 13,812 | +117.5% | 0.89% | +86.2% |
| Q4 2020 | $578,000 | – | 6,350 | – | 0.48% | – |
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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% |