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 | $1,127 | -1.1% | 22,609 | +2.5% | 0.18% | +1.2% |
| Q2 2023 | $1,140 | -99.9% | 22,056 | -1.4% | 0.17% | -1.1% |
| Q1 2023 | $1,070,127 | +11.4% | 22,364 | +4.3% | 0.18% | +2.9% |
| Q4 2022 | $960,592 | +13.3% | 21,437 | +6.2% | 0.17% | -3.4% |
| Q3 2022 | $848,000 | -16.9% | 20,187 | -12.5% | 0.18% | -15.0% |
| Q2 2022 | $1,020,000 | -17.2% | 23,073 | +0.0% | 0.21% | -7.2% |
| Q1 2022 | $1,232,000 | -8.3% | 23,068 | +94.2% | 0.22% | -8.2% |
| Q4 2021 | $1,343,000 | +8.6% | 11,881 | -0.3% | 0.24% | -1.2% |
| Q3 2021 | $1,237,000 | -6.4% | 11,913 | -6.0% | 0.25% | -6.1% |
| Q2 2021 | $1,322,000 | -2.7% | 12,679 | -9.7% | 0.26% | -8.7% |
| Q1 2021 | $1,358,000 | +2.3% | 14,037 | -3.8% | 0.29% | -7.1% |
| Q4 2020 | $1,328,000 | +13.1% | 14,593 | -1.0% | 0.31% | -4.3% |
| Q3 2020 | $1,174,000 | +12.5% | 14,740 | +3.8% | 0.32% | +9.1% |
| Q2 2020 | $1,044,000 | +7.5% | 14,207 | -11.5% | 0.30% | -7.8% |
| Q1 2020 | $971,000 | -25.1% | 16,061 | -4.7% | 0.32% | -1.8% |
| Q4 2019 | $1,296,000 | +9.4% | 16,851 | +1.0% | 0.33% | +0.9% |
| Q3 2019 | $1,185,000 | -1.7% | 16,688 | -2.3% | 0.32% | -0.9% |
| Q2 2019 | $1,205,000 | +4.3% | 17,084 | +0.6% | 0.33% | +1.6% |
| Q1 2019 | $1,155,000 | +14.8% | 16,977 | +1.1% | 0.32% | 0.0% |
| Q4 2018 | $1,006,000 | +9.6% | 16,794 | +28.7% | 0.32% | +29.8% |
| Q3 2018 | $918,000 | +5.3% | 13,045 | -1.3% | 0.25% | -0.4% |
| Q2 2018 | $872,000 | +6.0% | 13,219 | +2.4% | 0.25% | +5.5% |
| Q1 2018 | $823,000 | -1.1% | 12,906 | +0.1% | 0.24% | -0.8% |
| Q4 2017 | $832,000 | +15.7% | 12,896 | +9.2% | 0.24% | +17.2% |
| Q3 2017 | $719,000 | +7.2% | 11,806 | +2.8% | 0.20% | +10.3% |
| Q2 2017 | $671,000 | +10.2% | 11,483 | +7.6% | 0.18% | +6.4% |
| Q1 2017 | $609,000 | +11.5% | 10,673 | +6.0% | 0.17% | +5.5% |
| Q4 2016 | $546,000 | +14.5% | 10,070 | +10.5% | 0.16% | +2.5% |
| Q3 2016 | $477,000 | +87.1% | 9,112 | +79.7% | 0.16% | +88.2% |
| Q2 2016 | $255,000 | +9.4% | 5,070 | +7.1% | 0.08% | +7.6% |
| Q1 2016 | $233,000 | +12.0% | 4,734 | +11.5% | 0.08% | +6.8% |
| Q4 2015 | $208,000 | – | 4,246 | – | 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% |