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 | $553,575 | -16.8% | 11,104 | -13.7% | 0.03% | -10.8% |
| Q2 2023 | $665,614 | -31.9% | 12,874 | -37.0% | 0.04% | -28.8% |
| Q1 2023 | $977,159 | +1.1% | 20,421 | -5.4% | 0.05% | -3.7% |
| Q4 2022 | $966,935 | -61.4% | 21,578 | -63.8% | 0.05% | -68.0% |
| Q3 2022 | $2,506,000 | -14.8% | 59,681 | -10.3% | 0.17% | -20.3% |
| Q2 2022 | $2,941,000 | -20.9% | 66,559 | -4.5% | 0.21% | -22.1% |
| Q1 2022 | $3,719,000 | -6.5% | 69,664 | +98.0% | 0.27% | 0.0% |
| Q4 2021 | $3,976,000 | +7.3% | 35,181 | -1.4% | 0.27% | -10.2% |
| Q3 2021 | $3,706,000 | -1.7% | 35,683 | -1.3% | 0.30% | -1.0% |
| Q2 2021 | $3,770,000 | +8.4% | 36,141 | +0.6% | 0.31% | -8.7% |
| Q1 2021 | $3,477,000 | +2.9% | 35,936 | -3.2% | 0.34% | +1.2% |
| Q4 2020 | $3,379,000 | +1057.2% | 37,131 | +912.3% | 0.33% | +794.6% |
| Q3 2020 | $292,000 | -17.7% | 3,668 | -24.2% | 0.04% | -24.5% |
| Q2 2020 | $355,000 | +4.4% | 4,837 | -13.9% | 0.05% | +2.1% |
| Q1 2020 | $340,000 | +65.0% | 5,619 | +110.3% | 0.05% | +92.0% |
| Q4 2019 | $206,000 | -4.2% | 2,672 | -15.4% | 0.02% | -21.9% |
| Q1 2019 | $215,000 | -15.0% | 3,159 | -25.1% | 0.03% | -20.0% |
| Q4 2018 | $253,000 | -12.8% | 4,217 | +2.4% | 0.04% | -11.1% |
| Q3 2018 | $290,000 | +8.2% | 4,118 | +1.4% | 0.04% | -2.2% |
| Q2 2018 | $268,000 | +20.2% | 4,060 | +16.1% | 0.05% | +12.2% |
| Q1 2018 | $223,000 | -15.8% | 3,497 | -14.7% | 0.04% | -18.0% |
| Q4 2017 | $265,000 | +1.1% | 4,100 | -4.5% | 0.05% | -7.4% |
| Q3 2017 | $262,000 | +1.6% | 4,294 | -2.8% | 0.05% | -5.3% |
| Q2 2017 | $258,000 | -14.3% | 4,418 | -16.2% | 0.06% | -24.0% |
| Q1 2017 | $301,000 | +1.7% | 5,272 | -3.6% | 0.08% | +4.2% |
| Q4 2016 | $296,000 | -14.9% | 5,471 | -17.7% | 0.07% | -20.9% |
| Q3 2016 | $348,000 | -50.4% | 6,649 | -52.3% | 0.09% | -52.1% |
| Q2 2016 | $701,000 | +3.4% | 13,932 | +1.2% | 0.19% | -1.0% |
| Q1 2016 | $678,000 | -2.6% | 13,765 | -3.0% | 0.19% | -5.9% |
| Q4 2015 | $696,000 | +6.7% | 14,197 | +1.0% | 0.20% | -3.8% |
| Q3 2015 | $652,000 | -10.8% | 14,050 | -3.4% | 0.21% | -9.4% |
| Q2 2015 | $731,000 | +0.1% | 14,548 | +0.6% | 0.23% | -0.4% |
| Q1 2015 | $730,000 | -0.7% | 14,460 | -2.0% | 0.24% | +2.6% |
| Q4 2014 | $735,000 | +6.7% | 14,758 | +1.8% | 0.23% | -1.7% |
| Q3 2014 | $689,000 | -2.5% | 14,498 | -2.2% | 0.23% | -3.3% |
| Q2 2014 | $707,000 | +7.6% | 14,819 | +3.0% | 0.24% | -1.2% |
| Q1 2014 | $657,000 | +5.1% | 14,384 | +3.6% | 0.24% | +1.7% |
| Q4 2013 | $625,000 | +9.8% | 13,882 | +0.3% | 0.24% | -9.4% |
| Q3 2013 | $569,000 | +5.4% | 13,836 | -0.3% | 0.26% | -11.1% |
| Q2 2013 | $540,000 | – | 13,872 | – | 0.30% | – |
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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% |