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 | $1,027,117 | -5.2% | 20,604 | -1.7% | 0.14% | -21.3% |
| Q2 2023 | $1,083,814 | +7.6% | 20,964 | -0.4% | 0.18% | +1.7% |
| Q1 2023 | $1,006,906 | +6.8% | 21,043 | +0.0% | 0.18% | +5.4% |
| Q4 2022 | $942,908 | +6.7% | 21,042 | -0.1% | 0.17% | +0.6% |
| Q3 2022 | $884,000 | -5.0% | 21,067 | +0.0% | 0.16% | +2.5% |
| Q2 2022 | $931,000 | -17.2% | 21,066 | +0.0% | 0.16% | -1.8% |
| Q1 2022 | $1,125,000 | -6.2% | 21,065 | +98.6% | 0.16% | +1.2% |
| Q4 2021 | $1,199,000 | -0.3% | 10,607 | -8.4% | 0.16% | -9.5% |
| Q3 2021 | $1,203,000 | -0.4% | 11,583 | +0.0% | 0.18% | 0.0% |
| Q2 2021 | $1,208,000 | +7.9% | 11,582 | 0.0% | 0.18% | +0.6% |
| Q1 2021 | $1,120,000 | +29.9% | 11,582 | +22.3% | 0.18% | +23.6% |
| Q4 2020 | $862,000 | +9.1% | 9,467 | -4.5% | 0.14% | -3.4% |
| Q3 2020 | $790,000 | +9.3% | 9,917 | +0.8% | 0.15% | +0.7% |
| Q2 2020 | $723,000 | -18.8% | 9,840 | -33.2% | 0.15% | -29.2% |
| Q1 2020 | $890,000 | -21.7% | 14,720 | -0.5% | 0.21% | -1.9% |
| Q4 2019 | $1,137,000 | -4.1% | 14,795 | -11.4% | 0.21% | -9.7% |
| Q3 2019 | $1,185,000 | -1.1% | 16,695 | -1.8% | 0.24% | -3.7% |
| Q2 2019 | $1,198,000 | +3.0% | 16,995 | -0.5% | 0.24% | -0.4% |
| Q1 2019 | $1,163,000 | +7.6% | 17,082 | -5.3% | 0.25% | -5.4% |
| Q4 2018 | $1,081,000 | +51.2% | 18,032 | +77.5% | 0.26% | +67.7% |
| Q3 2018 | $715,000 | +3.5% | 10,157 | -3.0% | 0.16% | -3.7% |
| Q2 2018 | $691,000 | -0.9% | 10,472 | -4.2% | 0.16% | -3.6% |
| Q1 2018 | $697,000 | -3.6% | 10,932 | -2.3% | 0.17% | -16.5% |
| Q4 2017 | $723,000 | +2.6% | 11,194 | -3.2% | 0.20% | -5.2% |
| Q3 2017 | $705,000 | +8.3% | 11,569 | +3.9% | 0.21% | +1.0% |
| Q2 2017 | $651,000 | +11.1% | 11,134 | +8.5% | 0.21% | +6.6% |
| Q1 2017 | $586,000 | +160.4% | 10,265 | +147.6% | 0.20% | +151.3% |
| Q4 2016 | $225,000 | – | 4,146 | – | 0.08% | – |
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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% |