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 | $5,757,780 | +32.3% | 115,502 | +37.2% | 0.00% | – |
| Q2 2023 | $4,353,681 | +21.3% | 84,210 | +12.3% | 0.00% | – |
| Q1 2023 | $3,589,069 | +93781.0% | 75,001 | -12.1% | 0.00% | -100.0% |
| Q4 2022 | $3,823 | -99.4% | 85,300 | +498.3% | 0.00% | – |
| Q3 2022 | $598,000 | -7.7% | 14,258 | -2.7% | 0.00% | – |
| Q2 2022 | $648,000 | -34.1% | 14,659 | -20.3% | 0.00% | – |
| Q1 2022 | $983,000 | +452.2% | 18,400 | +1065.3% | 0.00% | – |
| Q4 2021 | $178,000 | -4.8% | 1,579 | -12.2% | 0.00% | – |
| Q3 2021 | $187,000 | +24.7% | 1,799 | +25.5% | 0.00% | – |
| Q2 2021 | $150,000 | -4.5% | 1,434 | -11.4% | 0.00% | – |
| Q1 2021 | $157,000 | 0.0% | 1,619 | -6.1% | 0.00% | – |
| Q4 2020 | $157,000 | -4.8% | 1,725 | -17.2% | 0.00% | – |
| Q3 2020 | $165,000 | +5.8% | 2,084 | -1.9% | 0.00% | – |
| Q2 2020 | $156,000 | +23.8% | 2,124 | +2.1% | 0.00% | – |
| Q1 2020 | $126,000 | +142.3% | 2,081 | +210.1% | 0.00% | – |
| Q4 2019 | $52,000 | +18.2% | 671 | +9.1% | 0.00% | – |
| Q3 2019 | $44,000 | +2.3% | 615 | +0.7% | 0.00% | – |
| Q2 2019 | $43,000 | -44.2% | 611 | -46.4% | 0.00% | – |
| Q1 2019 | $77,000 | +862.5% | 1,139 | +719.4% | 0.00% | – |
| Q4 2018 | $8,000 | -20.0% | 139 | 0.0% | 0.00% | – |
| Q3 2018 | $10,000 | +11.1% | 139 | 0.0% | 0.00% | – |
| Q2 2018 | $9,000 | 0.0% | 139 | 0.0% | 0.00% | – |
| Q1 2018 | $9,000 | +12.5% | 139 | +18.8% | 0.00% | – |
| Q4 2017 | $8,000 | +100.0% | 117 | +64.8% | 0.00% | – |
| Q3 2017 | $4,000 | – | 71 | +2266.7% | 0.00% | – |
| Q2 2017 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | -100.0% | 3 | -95.5% | 0.00% | – |
| Q4 2015 | $3,000 | – | 67 | – | 0.00% | – |
Download | ||||||
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% |