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 | $6,375,000 | +33.8% | 119,407 | +183.3% | 0.00% | +50.0% |
| Q4 2021 | $4,764,000 | +638.6% | 42,156 | +579.2% | 0.00% | – |
| Q3 2021 | $645,000 | +5.0% | 6,207 | +5.5% | 0.00% | – |
| Q2 2021 | $614,000 | -0.2% | 5,884 | -7.4% | 0.00% | – |
| Q1 2021 | $615,000 | -26.8% | 6,355 | -31.2% | 0.00% | -100.0% |
| Q4 2020 | $840,000 | +63.7% | 9,232 | +38.5% | 0.00% | – |
| Q4 2019 | $513,000 | -42.4% | 6,668 | -46.9% | 0.00% | -100.0% |
| Q3 2019 | $891,000 | +156.8% | 12,547 | +155.1% | 0.00% | – |
| Q2 2019 | $347,000 | -99.3% | 4,919 | -99.4% | 0.00% | -100.0% |
| Q4 2018 | $48,728,000 | +22355.3% | 813,074 | +23764.8% | 0.05% | – |
| Q1 2018 | $217,000 | -94.7% | 3,407 | -94.7% | 0.00% | -100.0% |
| Q4 2017 | $4,125,000 | -27.1% | 63,926 | -38.8% | 0.00% | -50.0% |
| Q4 2016 | $5,660,000 | – | 104,459 | – | 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% |