SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,978,439 | +2.1% | 59,748 | +5.8% | 0.07% | +4.6% |
| Q2 2023 | $2,918,306 | +26.2% | 56,447 | +16.8% | 0.06% | +16.1% |
| Q1 2023 | $2,313,075 | +21.4% | 48,340 | +21.6% | 0.06% | +7.7% |
| Q4 2022 | $1,904,806 | +12.2% | 39,766 | -1.7% | 0.05% | -20.0% |
| Q3 2022 | $1,698,000 | +8.8% | 40,438 | +14.5% | 0.06% | +22.6% |
| Q2 2022 | $1,561,000 | +39.9% | 35,325 | +69.0% | 0.05% | +20.5% |
| Q1 2022 | $1,116,000 | +68.6% | 20,903 | +256.8% | 0.04% | +63.0% |
| Q4 2021 | $662,000 | +13.9% | 5,858 | +4.7% | 0.03% | 0.0% |
| Q3 2021 | $581,000 | +15.7% | 5,594 | +16.2% | 0.03% | +17.4% |
| Q2 2021 | $502,000 | +23.6% | 4,814 | +14.7% | 0.02% | +9.5% |
| Q1 2021 | $406,000 | +28.5% | 4,198 | +20.9% | 0.02% | -8.7% |
| Q4 2020 | $316,000 | -6.2% | 3,473 | -17.9% | 0.02% | -20.7% |
| Q3 2020 | $337,000 | +45.3% | 4,232 | +34.0% | 0.03% | +31.8% |
| Q2 2020 | $232,000 | -5.3% | 3,158 | -0.9% | 0.02% | +4.8% |
| Q4 2019 | $245,000 | +380.4% | 3,187 | +311.2% | 0.02% | +250.0% |
| Q2 2018 | $51,000 | – | 775 | – | 0.01% | – |
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% |