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 | $434 | -48.5% | 8,700 | -46.6% | 0.00% | 0.0% |
| Q2 2023 | $843 | +117.3% | 16,300 | +101.2% | 0.00% | 0.0% |
| Q1 2023 | $388 | -100.0% | 8,100 | -26.4% | 0.00% | -50.0% |
| Q4 2021 | $1,243,000 | -48.8% | 11,000 | -53.0% | 0.00% | -33.3% |
| Q3 2021 | $2,430,000 | +174.3% | 23,400 | +175.3% | 0.00% | +200.0% |
| Q2 2021 | $886,000 | +18.9% | 8,500 | +10.4% | 0.00% | 0.0% |
| Q1 2021 | $745,000 | -20.1% | 7,700 | -34.2% | 0.00% | 0.0% |
| Q3 2020 | $932,000 | +11.8% | 11,700 | -15.2% | 0.00% | 0.0% |
| Q1 2020 | $834,000 | -38.3% | 13,800 | -21.5% | 0.00% | 0.0% |
| Q4 2019 | $1,352,000 | +242.3% | 17,580 | +213.9% | 0.00% | – |
| Q2 2019 | $395,000 | +2.6% | 5,600 | +2.4% | 0.00% | – |
| Q3 2018 | $385,000 | – | 5,467 | – | 0.00% | – |
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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% |