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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,976,000 | -5.5% | 74,476 | +100.0% | 0.25% | -5.6% |
| Q4 2021 | $4,208,000 | -5.0% | 37,238 | -12.7% | 0.27% | -13.3% |
| Q3 2021 | $4,431,000 | -0.4% | 42,668 | 0.0% | 0.31% | +0.3% |
| Q2 2021 | $4,449,000 | +7.8% | 42,668 | 0.0% | 0.31% | +3.7% |
| Q1 2021 | $4,126,000 | +3.7% | 42,668 | -2.4% | 0.30% | -3.9% |
| Q4 2020 | $3,979,000 | +86.7% | 43,732 | +63.4% | 0.31% | +68.9% |
| Q3 2020 | $2,131,000 | +8.4% | 26,764 | 0.0% | 0.18% | +3.4% |
| Q2 2020 | $1,966,000 | +10.4% | 26,764 | -9.1% | 0.18% | -2.2% |
| Q1 2020 | $1,780,000 | -36.6% | 29,449 | -19.4% | 0.18% | -21.6% |
| Q4 2019 | $2,807,000 | +7.5% | 36,517 | -2.8% | 0.23% | -2.5% |
| Q3 2019 | $2,610,000 | – | 37,570 | – | 0.24% | – |
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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% |