SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,999,825 | -5.9% | 60,177 | -2.4% | 0.01% | 0.0% |
| Q2 2023 | $3,187,645 | +7.3% | 61,657 | -0.7% | 0.01% | 0.0% |
| Q1 2023 | $2,970,344 | +71.9% | 62,076 | +61.0% | 0.01% | +50.0% |
| Q4 2022 | $1,728,227 | +0.5% | 38,568 | -5.8% | 0.01% | 0.0% |
| Q3 2022 | $1,719,000 | +68.5% | 40,932 | +77.3% | 0.01% | +60.0% |
| Q2 2022 | $1,020,000 | -19.9% | 23,084 | -3.2% | 0.01% | +25.0% |
| Q1 2022 | $1,273,000 | -8.8% | 23,835 | +92.9% | 0.00% | 0.0% |
| Q4 2021 | $1,396,000 | +12.1% | 12,357 | +3.1% | 0.00% | 0.0% |
| Q3 2021 | $1,245,000 | -10.7% | 11,985 | -10.3% | 0.00% | -20.0% |
| Q2 2021 | $1,394,000 | +62.9% | 13,368 | +51.0% | 0.01% | +66.7% |
| Q1 2021 | $856,000 | +42.9% | 8,854 | +34.5% | 0.00% | +50.0% |
| Q4 2020 | $599,000 | +7.0% | 6,583 | -6.4% | 0.00% | 0.0% |
| Q3 2020 | $560,000 | +11.1% | 7,030 | +2.4% | 0.00% | 0.0% |
| Q2 2020 | $504,000 | -52.2% | 6,863 | -60.7% | 0.00% | -71.4% |
| Q1 2020 | $1,055,000 | -70.1% | 17,465 | -62.0% | 0.01% | -61.1% |
| Q4 2019 | $3,532,000 | +15.8% | 45,938 | +7.0% | 0.02% | 0.0% |
| Q3 2019 | $3,050,000 | +23.1% | 42,946 | +22.3% | 0.02% | +28.6% |
| Q2 2019 | $2,477,000 | +147.2% | 35,119 | +138.5% | 0.01% | +133.3% |
| Q1 2019 | $1,002,000 | +210.2% | 14,724 | +173.2% | 0.01% | +200.0% |
| Q4 2018 | $323,000 | -10.8% | 5,390 | +4.7% | 0.00% | 0.0% |
| Q3 2018 | $362,000 | +6.5% | 5,148 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $340,000 | -35.7% | 5,148 | -37.9% | 0.00% | -50.0% |
| Q1 2018 | $529,000 | +17.8% | 8,294 | +19.1% | 0.00% | +33.3% |
| Q4 2017 | $449,000 | -5.1% | 6,965 | -10.4% | 0.00% | -25.0% |
| Q3 2017 | $473,000 | -14.9% | 7,771 | -18.3% | 0.00% | 0.0% |
| Q2 2017 | $556,000 | – | 9,513 | – | 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% |