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 | $906 | -3.4% | 18,179 | +0.2% | 0.43% | -3.4% |
| Q2 2023 | $938 | +8.3% | 18,135 | +0.2% | 0.44% | +0.5% |
| Q1 2023 | $866 | -20.5% | 18,092 | -25.5% | 0.44% | -25.6% |
| Q4 2022 | $1,089 | -99.9% | 24,298 | -3.8% | 0.59% | -18.2% |
| Q3 2022 | $1,060,000 | -4.5% | 25,252 | +0.6% | 0.73% | +7.7% |
| Q2 2022 | $1,110,000 | -16.7% | 25,108 | +0.6% | 0.67% | -2.5% |
| Q1 2022 | $1,332,000 | -9.9% | 24,957 | +90.8% | 0.69% | -0.3% |
| Q4 2021 | $1,478,000 | +12.4% | 13,079 | +3.3% | 0.69% | +2.8% |
| Q3 2021 | $1,315,000 | +11.3% | 12,657 | +11.7% | 0.67% | +9.6% |
| Q2 2021 | $1,182,000 | +6.3% | 11,332 | -1.5% | 0.62% | -0.6% |
| Q1 2021 | $1,112,000 | -7.3% | 11,500 | -12.8% | 0.62% | -11.7% |
| Q4 2020 | $1,200,000 | +22.8% | 13,185 | +7.5% | 0.70% | +12.9% |
| Q3 2020 | $977,000 | +13.1% | 12,268 | +4.3% | 0.62% | +0.3% |
| Q2 2020 | $864,000 | +24.9% | 11,760 | +2.8% | 0.62% | -1.4% |
| Q1 2020 | $692,000 | -18.3% | 11,444 | +3.9% | 0.63% | +3.8% |
| Q4 2019 | $847,000 | – | 11,012 | – | 0.60% | – |
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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% |