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 | $492,917 | -3.1% | 9,888 | +0.5% | 0.02% | +5.0% |
| Q2 2023 | $508,831 | +8.5% | 9,842 | +0.4% | 0.02% | +5.3% |
| Q1 2023 | $469,169 | +4.0% | 9,805 | -2.6% | 0.02% | +5.6% |
| Q4 2022 | $451,057 | +1.4% | 10,066 | -5.0% | 0.02% | -10.0% |
| Q3 2022 | $445,000 | -12.2% | 10,592 | -7.7% | 0.02% | -9.1% |
| Q2 2022 | $507,000 | -29.5% | 11,481 | -14.8% | 0.02% | -24.1% |
| Q1 2022 | $719,000 | +27.5% | 13,475 | +170.0% | 0.03% | +26.1% |
| Q4 2021 | $564,000 | +20.3% | 4,991 | +10.6% | 0.02% | +4.5% |
| Q3 2021 | $469,000 | -0.4% | 4,513 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $471,000 | +9.0% | 4,513 | +0.9% | 0.02% | 0.0% |
| Q1 2021 | $432,000 | +7.2% | 4,472 | +1.0% | 0.02% | +4.8% |
| Q4 2020 | $403,000 | +13.2% | 4,429 | -1.0% | 0.02% | +10.5% |
| Q3 2020 | $356,000 | 0.0% | 4,473 | -7.8% | 0.02% | -5.0% |
| Q2 2020 | $356,000 | +21.5% | 4,849 | +0.0% | 0.02% | 0.0% |
| Q1 2020 | $293,000 | -19.5% | 4,847 | +2.5% | 0.02% | -4.8% |
| Q4 2019 | $364,000 | +30.5% | 4,730 | +20.3% | 0.02% | +23.5% |
| Q3 2019 | $279,000 | +5.3% | 3,932 | +5.6% | 0.02% | 0.0% |
| Q2 2019 | $265,000 | +5.2% | 3,722 | +0.6% | 0.02% | 0.0% |
| Q1 2019 | $252,000 | +14.0% | 3,699 | +0.3% | 0.02% | 0.0% |
| Q4 2018 | $221,000 | -13.7% | 3,687 | +1.5% | 0.02% | -15.0% |
| Q3 2018 | $256,000 | -5.2% | 3,632 | -11.4% | 0.02% | -16.7% |
| Q2 2018 | $270,000 | -21.3% | 4,098 | -23.8% | 0.02% | -17.2% |
| Q1 2018 | $343,000 | +31.9% | 5,381 | +33.6% | 0.03% | +20.8% |
| Q4 2017 | $260,000 | +6.6% | 4,029 | +0.7% | 0.02% | +26.3% |
| Q3 2017 | $244,000 | +5.2% | 4,000 | +0.9% | 0.02% | -5.0% |
| Q2 2017 | $232,000 | +5.5% | 3,964 | +2.7% | 0.02% | 0.0% |
| Q1 2017 | $220,000 | -64.5% | 3,859 | -66.2% | 0.02% | -69.7% |
| Q4 2016 | $619,000 | – | 11,430 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,241,990 | $140,357,000 | 41.02% |
| Evergreen Advisors, LLC | 988,458 | $111,706,000 | 38.11% |
| Socha Financial Group, LLC | 437,907 | $49,487,823 | 37.57% |
| Strid Group, LLC | 1,183,312 | $133,748,000 | 27.41% |
| Morton Brown Family Wealth, LLC | 312,427 | $35,314,000 | 27.06% |
| AGILIS PARTNERS LLC | 472,544 | $53,402,000 | 26.72% |
| Members Advisory Group LLC | 357,871 | $40,442,000 | 26.70% |
| Evensky & Katz LLC | 2,001,636 | $226,205,000 | 21.79% |
| JBJ Investment Partners, LLC | 802,463 | $90,686,000 | 18.71% |
| Hanson & Doremus Investment Management | 773,553 | $87,419,000 | 18.70% |