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 | $23,985,626 | -4.1% | 481,156 | -0.6% | 2.06% | -0.2% |
| Q2 2023 | $25,021,352 | +12.1% | 483,972 | +3.8% | 2.07% | +8.7% |
| Q1 2023 | $22,318,484 | +1.8% | 466,426 | -4.6% | 1.90% | -3.9% |
| Q4 2022 | $21,913,120 | +8.1% | 489,023 | +1.3% | 1.98% | +3.0% |
| Q3 2022 | $20,274,000 | -6.9% | 482,827 | -2.1% | 1.92% | -1.3% |
| Q2 2022 | $21,788,000 | -10.2% | 493,044 | +8.5% | 1.95% | +3.6% |
| Q1 2022 | $24,262,000 | -7.0% | 454,436 | +96.9% | 1.88% | -3.8% |
| Q4 2021 | $26,082,000 | +8.3% | 230,796 | -0.5% | 1.96% | +0.4% |
| Q3 2021 | $24,080,000 | -0.1% | 231,850 | +0.2% | 1.95% | -4.1% |
| Q2 2021 | $24,116,000 | +7.1% | 231,284 | -0.6% | 2.03% | +0.1% |
| Q1 2021 | $22,511,000 | +3.4% | 232,767 | -2.7% | 2.03% | -1.3% |
| Q4 2020 | $21,770,000 | +15.6% | 239,259 | +1.2% | 2.06% | +5.8% |
| Q3 2020 | $18,828,000 | +9.3% | 236,410 | +0.8% | 1.94% | +2.5% |
| Q2 2020 | $17,223,000 | +118.5% | 234,426 | +79.7% | 1.90% | +85.4% |
| Q1 2020 | $7,883,000 | – | 130,441 | – | 1.02% | – |
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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% |