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 | $244,265 | -3.6% | 4,900 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $253,330 | +8.0% | 4,900 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $234,465 | +106475.0% | 4,900 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $220 | -99.9% | 4,900 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $206,000 | -47.4% | 4,900 | -44.8% | 0.00% | -50.0% |
| Q2 2022 | $392,000 | -17.3% | 8,878 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $474,000 | -5.6% | 8,878 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $502,000 | +97.6% | 4,439 | +81.2% | 0.01% | 0.0% |
| Q3 2021 | $254,000 | -0.4% | 2,450 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $255,000 | +7.6% | 2,450 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $237,000 | +6.3% | 2,450 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $223,000 | – | 2,450 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,185,199 | $108,932,164 | 39.30% |
| HT Partners LLC | 2,221,348 | $110,734,202 | 33.09% |
| Socha Financial Group, LLC | 995,743 | $49,637,787 | 26.40% |
| Morton Brown Family Wealth, LLC | 1,007,164 | $50,207,111 | 25.67% |
| Strid Group, LLC | 2,452,051 | $122,234,750 | 25.55% |
| Members Advisory Group LLC | 747,794 | $37,277,554 | 24.08% |
| MYECFO, LLC | 690,115 | $34,466,005 | 23.90% |
| FREEDOM WEALTH ALLIANCE, LLC | 270,045 | $13,461,742 | 22.15% |
| Hanson & Doremus Investment Management | 1,898,228 | $94,627 | 19.52% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,985,574 | $148,830,844 | 19.42% |