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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $267,703 | +8.0% | 5,178 | 0.0% | 0.05% | +24.4% |
| Q1 2023 | $247,767 | +102707.9% | 5,178 | -3.7% | 0.04% | 0.0% |
| Q4 2022 | $241 | -99.9% | 5,378 | -10.8% | 0.04% | -8.9% |
| Q3 2022 | $253,000 | -4.9% | 6,028 | 0.0% | 0.04% | +4.7% |
| Q2 2022 | $266,000 | -17.4% | 6,028 | 0.0% | 0.04% | -2.3% |
| Q1 2022 | $322,000 | -8.3% | 6,028 | +93.8% | 0.04% | +2.3% |
| Q4 2021 | $351,000 | +3.8% | 3,110 | -4.5% | 0.04% | -6.5% |
| Q3 2021 | $338,000 | -0.6% | 3,258 | 0.0% | 0.05% | +2.2% |
| Q2 2021 | $340,000 | +7.9% | 3,258 | 0.0% | 0.04% | +2.3% |
| Q1 2021 | $315,000 | +6.4% | 3,258 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $296,000 | +4.6% | 3,258 | -8.4% | 0.04% | -6.4% |
| Q3 2020 | $283,000 | +41.5% | 3,558 | +30.6% | 0.05% | +30.6% |
| Q2 2020 | $200,000 | -4.3% | 2,724 | 0.0% | 0.04% | +5.9% |
| Q4 2019 | $209,000 | – | 2,724 | – | 0.03% | – |
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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% |