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 | $43,474,900 | +10.5% | 872,112 | +14.6% | 0.00% | 0.0% |
| Q2 2023 | $39,358,710 | +17.0% | 761,289 | +8.3% | 0.00% | 0.0% |
| Q1 2023 | $33,640,855 | -3.2% | 703,047 | -9.3% | 0.00% | 0.0% |
| Q4 2022 | $34,742,717 | +3.1% | 775,332 | -3.4% | 0.00% | -20.0% |
| Q3 2022 | $33,685,000 | -2.5% | 802,211 | +2.6% | 0.01% | +25.0% |
| Q2 2022 | $34,558,000 | +22.1% | 782,030 | +47.5% | 0.00% | 0.0% |
| Q1 2022 | $28,299,000 | -0.6% | 530,029 | +110.3% | 0.00% | 0.0% |
| Q4 2021 | $28,482,000 | +24.7% | 252,025 | +14.6% | 0.00% | +33.3% |
| Q3 2021 | $22,835,000 | +2.9% | 219,872 | +3.3% | 0.00% | 0.0% |
| Q2 2021 | $22,197,000 | +13.8% | 212,884 | +5.6% | 0.00% | 0.0% |
| Q1 2021 | $19,503,000 | +15.6% | 201,666 | +8.8% | 0.00% | 0.0% |
| Q4 2020 | $16,872,000 | +15.6% | 185,430 | +1.2% | 0.00% | 0.0% |
| Q3 2020 | $14,589,000 | +18.4% | 183,185 | +9.2% | 0.00% | 0.0% |
| Q2 2020 | $12,320,000 | +12.3% | 167,695 | -7.6% | 0.00% | 0.0% |
| Q1 2020 | $10,967,000 | -50.7% | 181,496 | -37.3% | 0.00% | -40.0% |
| Q4 2019 | $22,264,000 | +15.0% | 289,593 | +6.3% | 0.01% | 0.0% |
| Q3 2019 | $19,354,000 | +3.1% | 272,514 | +2.4% | 0.01% | 0.0% |
| Q2 2019 | $18,773,000 | +8.2% | 266,164 | +4.4% | 0.01% | 0.0% |
| Q1 2019 | $17,346,000 | +109.1% | 254,900 | +84.1% | 0.01% | +150.0% |
| Q4 2018 | $8,297,000 | +0.6% | 138,432 | +18.1% | 0.00% | 0.0% |
| Q3 2018 | $8,249,000 | -16.4% | 117,196 | -21.7% | 0.00% | -33.3% |
| Q2 2018 | $9,873,000 | -0.6% | 149,604 | -3.9% | 0.00% | 0.0% |
| Q1 2018 | $9,932,000 | -12.6% | 155,697 | -11.6% | 0.00% | 0.0% |
| Q4 2017 | $11,363,000 | +12.5% | 176,124 | +6.2% | 0.00% | 0.0% |
| Q3 2017 | $10,098,000 | -10.0% | 165,777 | -13.6% | 0.00% | 0.0% |
| Q2 2017 | $11,223,000 | -43.6% | 191,972 | -44.9% | 0.00% | 0.0% |
| Q1 2017 | $19,890,000 | +1.5% | 348,584 | -3.6% | 0.00% | 0.0% |
| Q4 2016 | $19,594,000 | +118.5% | 361,624 | +111.0% | 0.00% | 0.0% |
| Q3 2016 | $8,968,000 | +7.1% | 171,417 | +3.0% | 0.00% | 0.0% |
| Q2 2016 | $8,374,000 | -3.8% | 166,477 | -5.8% | 0.00% | 0.0% |
| Q1 2016 | $8,707,000 | +21.3% | 176,668 | +20.7% | 0.00% | 0.0% |
| Q4 2015 | $7,178,000 | +2.7% | 146,376 | -2.9% | 0.00% | 0.0% |
| Q3 2015 | $6,989,000 | +84.4% | 150,681 | +99.7% | 0.00% | +200.0% |
| Q2 2015 | $3,791,000 | -23.5% | 75,460 | -23.2% | 0.00% | -50.0% |
| Q1 2015 | $4,958,000 | +35.6% | 98,241 | +33.9% | 0.00% | +100.0% |
| Q4 2014 | $3,655,000 | +21.4% | 73,351 | +15.9% | 0.00% | 0.0% |
| Q3 2014 | $3,010,000 | -81.8% | 63,311 | -81.7% | 0.00% | -83.3% |
| Q2 2014 | $16,545,000 | +3.2% | 346,727 | -1.2% | 0.01% | -14.3% |
| Q1 2014 | $16,037,000 | +0.8% | 350,825 | -0.8% | 0.01% | 0.0% |
| Q4 2013 | $15,911,000 | +16.8% | 353,504 | +6.7% | 0.01% | +16.7% |
| Q3 2013 | $13,617,000 | +13.9% | 331,400 | +7.9% | 0.01% | 0.0% |
| Q2 2013 | $11,956,000 | – | 307,248 | – | 0.01% | – |
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% |