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 | $1,900,799 | -3.7% | 38,130 | -0.1% | 1.00% | +1.7% |
| Q2 2023 | $1,972,889 | +13.0% | 38,160 | +4.6% | 0.98% | +13.5% |
| Q1 2023 | $1,746,168 | +5.5% | 36,493 | -1.2% | 0.86% | +7.7% |
| Q4 2022 | $1,655,067 | +8.8% | 36,935 | +2.0% | 0.80% | +3.1% |
| Q3 2022 | $1,521,000 | -7.0% | 36,228 | -2.1% | 0.78% | -3.7% |
| Q2 2022 | $1,636,000 | -19.0% | 37,016 | -2.2% | 0.81% | +1.9% |
| Q1 2022 | $2,020,000 | -29.2% | 37,839 | +49.8% | 0.79% | -1.5% |
| Q4 2021 | $2,854,000 | +11.4% | 25,256 | +2.4% | 0.80% | +2.3% |
| Q3 2021 | $2,561,000 | -26.8% | 24,658 | -26.6% | 0.79% | -24.9% |
| Q2 2021 | $3,501,000 | -13.2% | 33,577 | -19.5% | 1.05% | -15.7% |
| Q1 2021 | $4,035,000 | +9.6% | 41,725 | +3.1% | 1.24% | -5.6% |
| Q4 2020 | $3,683,000 | +13.6% | 40,480 | -0.6% | 1.32% | -3.1% |
| Q3 2020 | $3,242,000 | +11.3% | 40,707 | +2.6% | 1.36% | -9.8% |
| Q2 2020 | $2,914,000 | +20.4% | 39,665 | -1.0% | 1.51% | -34.8% |
| Q1 2020 | $2,421,000 | -67.5% | 40,070 | -58.7% | 2.31% | -43.8% |
| Q4 2019 | $7,457,000 | +16.2% | 96,992 | +7.3% | 4.11% | +0.0% |
| Q3 2019 | $6,419,000 | -0.9% | 90,383 | -1.6% | 4.11% | +1.1% |
| Q2 2019 | $6,477,000 | +4.1% | 91,828 | +0.5% | 4.07% | -2.8% |
| Q1 2019 | $6,219,000 | +17.8% | 91,391 | +3.7% | 4.18% | -0.1% |
| Q4 2018 | $5,280,000 | -16.2% | 88,099 | -1.6% | 4.19% | +11.5% |
| Q3 2018 | $6,302,000 | +2.5% | 89,523 | -3.9% | 3.76% | -31.0% |
| Q2 2018 | $6,149,000 | +3.7% | 93,175 | +0.7% | 5.44% | +4.4% |
| Q1 2018 | $5,927,000 | -0.3% | 92,571 | +0.5% | 5.22% | +14.8% |
| Q4 2017 | $5,942,000 | +7.1% | 92,089 | +1.1% | 4.54% | -4.4% |
| Q3 2017 | $5,546,000 | +5.7% | 91,054 | +1.4% | 4.75% | -2.0% |
| Q2 2017 | $5,249,000 | +3.6% | 89,779 | +1.1% | 4.85% | +4.0% |
| Q1 2017 | $5,069,000 | +76.4% | 88,838 | +67.5% | 4.66% | +67.5% |
| Q4 2016 | $2,874,000 | +172.7% | 53,042 | +163.2% | 2.78% | +144.2% |
| Q3 2016 | $1,054,000 | +2.8% | 20,149 | -1.1% | 1.14% | -5.9% |
| Q2 2016 | $1,025,000 | +49.2% | 20,368 | +46.0% | 1.21% | +40.5% |
| Q1 2016 | $687,000 | +24.7% | 13,949 | +24.3% | 0.86% | +37.9% |
| Q4 2015 | $551,000 | +21.1% | 11,225 | +14.5% | 0.62% | +17.3% |
| Q3 2015 | $455,000 | -8.3% | 9,800 | -0.8% | 0.53% | +24.5% |
| Q2 2015 | $496,000 | +3.5% | 9,880 | +4.2% | 0.43% | +1.4% |
| Q1 2015 | $479,000 | -3.0% | 9,485 | -4.3% | 0.42% | +3.2% |
| Q4 2014 | $494,000 | – | 9,915 | – | 0.41% | – |
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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% |