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 | $12,240 | +0.8% | 245,541 | +4.5% | 1.46% | +2.8% |
| Q2 2023 | $12,147 | +10.3% | 234,946 | +2.1% | 1.42% | +3.5% |
| Q1 2023 | $11,013 | +4.0% | 230,151 | -2.6% | 1.37% | -8.3% |
| Q4 2022 | $10,587 | -99.9% | 236,266 | -2.8% | 1.49% | -2.5% |
| Q3 2022 | $10,205,000 | -8.3% | 243,035 | -3.5% | 1.53% | -5.1% |
| Q2 2022 | $11,126,000 | -17.1% | 251,779 | +0.2% | 1.62% | -5.6% |
| Q1 2022 | $13,413,000 | -5.1% | 251,229 | +100.8% | 1.71% | -3.8% |
| Q4 2021 | $14,141,000 | +8.8% | 125,133 | -0.0% | 1.78% | -3.8% |
| Q3 2021 | $13,000,000 | +0.1% | 125,170 | +0.5% | 1.85% | -4.8% |
| Q2 2021 | $12,981,000 | +8.5% | 124,499 | +0.7% | 1.94% | -6.1% |
| Q1 2021 | $11,959,000 | +5.5% | 123,655 | -0.7% | 2.07% | -5.8% |
| Q4 2020 | $11,331,000 | – | 124,532 | – | 2.20% | – |
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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% |