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 | $7,477 | -3.6% | 150,000 | 0.0% | 0.39% | +0.3% |
| Q2 2023 | $7,755 | +7.7% | 150,000 | -0.3% | 0.39% | +10.6% |
| Q1 2023 | $7,200 | +14.0% | 150,476 | 0.0% | 0.35% | -10.9% |
| Q4 2022 | $6,318 | -99.9% | 150,476 | 0.0% | 0.39% | 0.0% |
| Q3 2022 | $6,318,000 | -5.0% | 150,476 | 0.0% | 0.39% | +5.4% |
| Q2 2022 | $6,649,000 | -17.2% | 150,476 | +0.0% | 0.37% | -9.5% |
| Q1 2022 | $8,030,000 | -5.5% | 150,416 | +100.0% | 0.41% | -1.7% |
| Q4 2021 | $8,500,000 | +8.8% | 75,208 | 0.0% | 0.42% | -7.9% |
| Q3 2021 | $7,811,000 | -0.4% | 75,208 | 0.0% | 0.46% | -9.2% |
| Q2 2021 | $7,841,000 | +7.8% | 75,208 | 0.0% | 0.50% | -0.8% |
| Q1 2021 | $7,273,000 | +6.3% | 75,208 | 0.0% | 0.50% | -0.8% |
| Q4 2020 | $6,843,000 | +14.3% | 75,208 | 0.0% | 0.51% | -0.6% |
| Q3 2020 | $5,989,000 | +8.7% | 75,208 | +0.3% | 0.51% | +5.1% |
| Q2 2020 | $5,510,000 | -43.1% | 75,000 | -53.2% | 0.49% | -52.8% |
| Q1 2020 | $9,687,000 | -35.7% | 160,307 | -18.3% | 1.03% | -23.2% |
| Q4 2019 | $15,076,000 | +8.1% | 196,100 | -0.1% | 1.34% | -5.4% |
| Q3 2019 | $13,942,000 | – | 196,315 | – | 1.42% | – |
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% |