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 | $80,902 | -3.3% | 1,623 | +0.3% | 0.02% | -5.0% |
| Q2 2023 | $83,670 | +8.3% | 1,618 | +0.2% | 0.02% | -4.8% |
| Q1 2023 | $77,231 | +141.1% | 1,614 | +125.7% | 0.02% | +133.3% |
| Q4 2022 | $32,027 | +6.8% | 715 | +0.3% | 0.01% | -10.0% |
| Q3 2022 | $30,000 | -3.2% | 713 | +0.1% | 0.01% | +11.1% |
| Q2 2022 | $31,000 | -18.4% | 712 | +0.1% | 0.01% | -10.0% |
| Q1 2022 | $38,000 | -5.0% | 711 | +100.3% | 0.01% | 0.0% |
| Q4 2021 | $40,000 | +8.1% | 355 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $37,000 | 0.0% | 355 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $37,000 | +8.8% | 354 | 0.0% | 0.01% | +10.0% |
| Q1 2021 | $34,000 | +6.2% | 354 | +0.6% | 0.01% | 0.0% |
| Q4 2020 | $32,000 | +14.3% | 352 | +0.3% | 0.01% | 0.0% |
| Q3 2020 | $28,000 | -9.7% | 351 | -16.2% | 0.01% | 0.0% |
| Q2 2020 | $31,000 | +24.0% | 419 | +0.2% | 0.01% | +11.1% |
| Q1 2020 | $25,000 | -45.7% | 418 | -30.2% | 0.01% | -30.8% |
| Q4 2019 | $46,000 | +84.0% | 599 | +72.1% | 0.01% | +62.5% |
| Q3 2019 | $25,000 | +4.2% | 348 | +0.3% | 0.01% | 0.0% |
| Q2 2019 | $24,000 | -64.2% | 347 | -64.6% | 0.01% | -65.2% |
| Q1 2019 | $67,000 | +219.0% | 979 | +182.9% | 0.02% | +187.5% |
| Q4 2018 | $21,000 | -12.5% | 346 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $24,000 | +166.7% | 346 | +168.2% | 0.01% | +166.7% |
| Q2 2018 | $9,000 | -83.6% | 129 | -86.3% | 0.00% | -87.0% |
| Q2 2017 | $55,000 | +5.8% | 943 | +3.4% | 0.02% | +4.5% |
| Q1 2017 | $52,000 | – | 912 | – | 0.02% | – |
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% |