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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,720,283 | +46.0% | 30,901 | +30.8% | 0.06% | +22.9% |
| Q3 2023 | $1,178,129 | -1.9% | 23,633 | +1.8% | 0.05% | -5.9% |
| Q2 2023 | $1,200,447 | +6.9% | 23,219 | -1.1% | 0.05% | -1.9% |
| Q1 2023 | $1,123,238 | +6.8% | 23,474 | +0.0% | 0.05% | -3.7% |
| Q4 2022 | $1,051,641 | +6.8% | 23,469 | +0.1% | 0.05% | -5.3% |
| Q3 2022 | $985,000 | +55.6% | 23,449 | +63.7% | 0.06% | +46.2% |
| Q2 2022 | $633,000 | -17.6% | 14,326 | -0.4% | 0.04% | +11.4% |
| Q1 2022 | $768,000 | -9.4% | 14,382 | +91.7% | 0.04% | -16.7% |
| Q4 2021 | $848,000 | +8.0% | 7,501 | -0.8% | 0.04% | -31.1% |
| Q3 2021 | $785,000 | -8.5% | 7,559 | -8.1% | 0.06% | -12.9% |
| Q2 2021 | $858,000 | +6.7% | 8,227 | -1.0% | 0.07% | -12.5% |
| Q1 2021 | $804,000 | -5.9% | 8,312 | -11.4% | 0.08% | -21.6% |
| Q4 2020 | $854,000 | -5.8% | 9,386 | -17.6% | 0.10% | -22.7% |
| Q3 2020 | $907,000 | -11.9% | 11,394 | -18.7% | 0.13% | -18.0% |
| Q2 2020 | $1,029,000 | +19.9% | 14,010 | -1.3% | 0.16% | +11.8% |
| Q1 2020 | $858,000 | -42.3% | 14,193 | -26.6% | 0.14% | -43.3% |
| Q4 2019 | $1,487,000 | +8.6% | 19,338 | +0.3% | 0.25% | +2.8% |
| Q3 2019 | $1,369,000 | -0.4% | 19,271 | -1.1% | 0.25% | 0.0% |
| Q2 2019 | $1,375,000 | +0.8% | 19,494 | -2.8% | 0.25% | -3.9% |
| Q1 2019 | $1,364,000 | +30.8% | 20,051 | +15.2% | 0.26% | +21.8% |
| Q4 2018 | $1,043,000 | +2.7% | 17,409 | +20.6% | 0.21% | -5.0% |
| Q3 2018 | $1,016,000 | +35.3% | 14,437 | +17.1% | 0.22% | +15.0% |
| Q3 2017 | $751,000 | +20.7% | 12,325 | +15.9% | 0.19% | +14.9% |
| Q2 2017 | $622,000 | +22.0% | 10,631 | +19.0% | 0.17% | +13.5% |
| Q1 2017 | $510,000 | – | 8,934 | – | 0.15% | – |
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% |