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 | $1,863,842 | -1.0% | 37,389 | +2.6% | 0.26% | +4.0% |
| Q2 2023 | $1,883,276 | +11.6% | 36,427 | +3.3% | 0.25% | +6.8% |
| Q1 2023 | $1,687,000 | +114583.9% | 35,261 | +7.4% | 0.23% | +15.3% |
| Q4 2022 | $1,471 | -99.9% | 32,827 | -0.7% | 0.20% | -1.9% |
| Q3 2022 | $1,388,000 | -5.4% | 33,062 | -0.5% | 0.21% | +1.5% |
| Q2 2022 | $1,468,000 | -19.5% | 33,218 | -2.7% | 0.20% | -2.4% |
| Q1 2022 | $1,823,000 | -5.2% | 34,150 | +100.8% | 0.21% | -1.9% |
| Q4 2021 | $1,922,000 | +7.9% | 17,005 | -0.9% | 0.21% | 0.0% |
| Q3 2021 | $1,782,000 | -2.4% | 17,157 | -2.0% | 0.21% | -0.5% |
| Q2 2021 | $1,825,000 | +8.2% | 17,506 | +0.4% | 0.21% | +2.4% |
| Q1 2021 | $1,686,000 | +8.8% | 17,435 | +2.4% | 0.21% | 0.0% |
| Q4 2020 | $1,549,000 | +14.6% | 17,029 | +0.3% | 0.21% | +2.5% |
| Q3 2020 | $1,352,000 | +8.9% | 16,979 | +0.5% | 0.20% | +1.5% |
| Q2 2020 | $1,241,000 | +23.0% | 16,887 | +1.1% | 0.20% | +3.6% |
| Q1 2020 | $1,009,000 | -18.3% | 16,702 | +4.0% | 0.19% | +7.8% |
| Q4 2019 | $1,235,000 | +10.4% | 16,062 | +1.9% | 0.18% | +1.1% |
| Q3 2019 | $1,119,000 | +6.4% | 15,761 | +5.7% | 0.18% | +6.6% |
| Q2 2019 | $1,052,000 | +10.2% | 14,912 | +6.3% | 0.17% | +7.1% |
| Q1 2019 | $955,000 | +14.9% | 14,030 | +1.1% | 0.16% | +4.0% |
| Q4 2018 | $831,000 | -10.1% | 13,874 | +5.7% | 0.15% | +5.6% |
| Q3 2018 | $924,000 | +8.6% | 13,126 | +1.7% | 0.14% | +2.2% |
| Q2 2018 | $851,000 | +7.9% | 12,903 | +4.4% | 0.14% | +6.9% |
| Q1 2018 | $789,000 | +42.9% | 12,365 | +44.4% | 0.13% | +51.2% |
| Q4 2017 | $552,000 | +23.5% | 8,563 | +16.6% | 0.09% | +19.4% |
| Q3 2017 | $447,000 | +42.8% | 7,345 | +37.0% | 0.07% | +35.8% |
| Q2 2017 | $313,000 | -1.9% | 5,361 | -4.2% | 0.05% | -7.0% |
| Q1 2017 | $319,000 | +20.4% | 5,598 | +14.5% | 0.06% | +14.0% |
| Q4 2016 | $265,000 | +28.6% | 4,888 | +24.1% | 0.05% | +28.2% |
| Q3 2016 | $206,000 | – | 3,940 | – | 0.04% | – |
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% |