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 | $737 | -3.5% | 14,784 | 0.0% | 0.11% | -0.9% |
| Q2 2023 | $764 | +8.1% | 14,784 | 0.0% | 0.11% | -1.7% |
| Q1 2023 | $707 | +6.8% | 14,784 | 0.0% | 0.12% | +0.9% |
| Q4 2022 | $662 | -99.9% | 14,784 | +0.9% | 0.12% | -4.2% |
| Q3 2022 | $615,000 | +79.8% | 14,651 | +89.4% | 0.12% | +87.5% |
| Q2 2022 | $342,000 | -15.3% | 7,735 | +2.3% | 0.06% | -4.5% |
| Q1 2022 | $404,000 | -5.4% | 7,558 | +100.0% | 0.07% | -2.9% |
| Q4 2021 | $427,000 | +8.9% | 3,779 | 0.0% | 0.07% | -1.4% |
| Q3 2021 | $392,000 | -0.5% | 3,779 | 0.0% | 0.07% | -1.4% |
| Q2 2021 | $394,000 | +7.9% | 3,779 | 0.0% | 0.07% | +6.0% |
| Q1 2021 | $365,000 | +6.1% | 3,779 | 0.0% | 0.07% | -11.8% |
| Q4 2020 | $344,000 | +18.6% | 3,779 | +3.9% | 0.08% | +5.6% |
| Q3 2020 | $290,000 | +8.6% | 3,638 | 0.0% | 0.07% | +2.9% |
| Q2 2020 | $267,000 | +21.4% | 3,638 | 0.0% | 0.07% | +1.4% |
| Q1 2020 | $220,000 | +2650.0% | 3,638 | +2188.1% | 0.07% | +1625.0% |
| Q1 2015 | $8,000 | – | 159 | – | 0.00% | – |
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% |