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 | $354,818 | -4.4% | 7,118 | -0.9% | 0.13% | +4.1% |
| Q2 2023 | $371,237 | +8.3% | 7,181 | +0.2% | 0.12% | -4.7% |
| Q1 2023 | $342,824 | -4.4% | 7,165 | -10.5% | 0.13% | -9.9% |
| Q4 2022 | $358,614 | +6.7% | 8,003 | -0.1% | 0.14% | +3.7% |
| Q3 2022 | $336,000 | -5.9% | 8,013 | -0.9% | 0.14% | -3.5% |
| Q2 2022 | $357,000 | -7.0% | 8,088 | +12.4% | 0.14% | -0.7% |
| Q1 2022 | $384,000 | -9.2% | 7,196 | +92.5% | 0.14% | -16.5% |
| Q4 2021 | $423,000 | +12.2% | 3,739 | +2.9% | 0.17% | -21.7% |
| Q3 2021 | $377,000 | +7.1% | 3,634 | -0.1% | 0.22% | +1.9% |
| Q2 2021 | $352,000 | 0.0% | 3,638 | 0.0% | 0.21% | -3.2% |
| Q1 2021 | $352,000 | +46.7% | 3,638 | +37.6% | 0.22% | +27.2% |
| Q4 2020 | $240,000 | – | 2,643 | – | 0.17% | – |
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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% |