SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $15,401,000 | -2.7% | 148,283 | -2.3% | 2.68% | -2.3% |
| Q2 2021 | $15,832,000 | +7.0% | 151,834 | -0.8% | 2.75% | +3.1% |
| Q1 2021 | $14,795,000 | +5.6% | 152,984 | -0.6% | 2.67% | +8.3% |
| Q4 2020 | $14,009,000 | +8.2% | 153,961 | -5.3% | 2.46% | +2.2% |
| Q3 2020 | $12,949,000 | +5.0% | 162,591 | -3.2% | 2.41% | +4.8% |
| Q2 2020 | $12,335,000 | +17.0% | 167,890 | -3.8% | 2.30% | +10.2% |
| Q1 2020 | $10,546,000 | -23.7% | 174,511 | -2.9% | 2.09% | -8.9% |
| Q4 2019 | $13,816,000 | +6.3% | 179,704 | -1.8% | 2.29% | +1.0% |
| Q3 2019 | $12,994,000 | -1.6% | 182,966 | -2.3% | 2.27% | -0.3% |
| Q2 2019 | $13,202,000 | +0.5% | 187,187 | -3.1% | 2.27% | -2.8% |
| Q1 2019 | $13,139,000 | +13.1% | 193,080 | -0.4% | 2.34% | +7.2% |
| Q4 2018 | $11,618,000 | -15.6% | 193,867 | -0.9% | 2.18% | -10.8% |
| Q3 2018 | $13,767,000 | +5.0% | 195,588 | -1.6% | 2.44% | -2.8% |
| Q2 2018 | $13,112,000 | -1.7% | 198,696 | -5.0% | 2.52% | -4.7% |
| Q1 2018 | $13,340,000 | -6.3% | 209,131 | -5.2% | 2.64% | -1.3% |
| Q4 2017 | $14,231,000 | -2.7% | 220,567 | -8.2% | 2.67% | -5.7% |
| Q3 2017 | $14,632,000 | -3.1% | 240,222 | -7.0% | 2.83% | -8.2% |
| Q2 2017 | $15,106,000 | -10.9% | 258,396 | -13.1% | 3.09% | -16.5% |
| Q1 2017 | $16,958,000 | -62.2% | 297,201 | -64.1% | 3.70% | -65.0% |
| Q4 2016 | $44,879,000 | -23.1% | 828,330 | -25.8% | 10.58% | -27.7% |
| Q3 2016 | $58,392,000 | +10.6% | 1,116,055 | +6.3% | 14.63% | +1.4% |
| Q2 2016 | $52,794,000 | +41.1% | 1,049,576 | +38.2% | 14.42% | +13.0% |
| Q1 2016 | $37,426,000 | +37.0% | 759,464 | +36.3% | 12.76% | -13.5% |
| Q4 2015 | $27,324,000 | +20.0% | 557,177 | +13.5% | 14.76% | +38.1% |
| Q3 2015 | $22,776,000 | +117.0% | 491,072 | +135.1% | 10.68% | +132.1% |
| Q2 2015 | $10,494,000 | +35.8% | 208,912 | +36.5% | 4.60% | +39.8% |
| Q1 2015 | $7,725,000 | +469.7% | 153,025 | +462.3% | 3.29% | +463.7% |
| Q4 2014 | $1,356,000 | +568.0% | 27,215 | +538.7% | 0.58% | +502.1% |
| Q3 2014 | $203,000 | +73.5% | 4,261 | +22.2% | 0.10% | +70.2% |
| Q1 2014 | $117,000 | – | 3,486 | – | 0.06% | – |
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% |