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 | $394,718 | -0.5% | 7,915 | +3.2% | 0.02% | 0.0% |
| Q2 2023 | $396,564 | +6.0% | 7,669 | -1.9% | 0.02% | 0.0% |
| Q1 2023 | $374,292 | -0.1% | 7,821 | -6.4% | 0.02% | -21.1% |
| Q4 2022 | $374,617 | -12.5% | 8,360 | -18.0% | 0.02% | -13.6% |
| Q3 2022 | $428,000 | -5.7% | 10,194 | -0.7% | 0.02% | -4.3% |
| Q2 2022 | $454,000 | -17.5% | 10,271 | -0.2% | 0.02% | 0.0% |
| Q1 2022 | $550,000 | -5.5% | 10,292 | +100.1% | 0.02% | -8.0% |
| Q4 2021 | $582,000 | +9.8% | 5,144 | +0.7% | 0.02% | -3.8% |
| Q3 2021 | $530,000 | +1.0% | 5,106 | +1.4% | 0.03% | 0.0% |
| Q2 2021 | $525,000 | +24.4% | 5,036 | +15.2% | 0.03% | +4.0% |
| Q1 2021 | $422,000 | +14.4% | 4,373 | +7.8% | 0.02% | 0.0% |
| Q4 2020 | $369,000 | +25.5% | 4,058 | +1.4% | 0.02% | -3.8% |
| Q2 2020 | $294,000 | -7.5% | 4,000 | -24.0% | 0.03% | -23.5% |
| Q1 2020 | $318,000 | +0.6% | 5,262 | +28.2% | 0.03% | +41.7% |
| Q4 2019 | $316,000 | +10.5% | 4,105 | +2.1% | 0.02% | -17.2% |
| Q3 2019 | $286,000 | +5.5% | 4,021 | +6.0% | 0.03% | -3.3% |
| Q2 2019 | $271,000 | – | 3,793 | – | 0.03% | – |
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% |