SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 742 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.65 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $634,192 | -44.8% | 12,722 | -42.7% | 0.00% | -33.3% |
| Q2 2023 | $1,147,999 | -26.7% | 22,205 | -32.1% | 0.00% | -25.0% |
| Q1 2023 | $1,565,556 | +190356.9% | 32,718 | +78.3% | 0.00% | +100.0% |
| Q4 2022 | $822 | -99.9% | 18,349 | +12.3% | 0.00% | 0.0% |
| Q3 2022 | $687,000 | -4.8% | 16,344 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $722,000 | -9.5% | 16,344 | +9.3% | 0.00% | 0.0% |
| Q1 2022 | $798,000 | -4.2% | 14,948 | +102.8% | 0.00% | 0.0% |
| Q4 2021 | $833,000 | +7.8% | 7,372 | -0.9% | 0.00% | 0.0% |
| Q3 2021 | $773,000 | +8.4% | 7,436 | +8.6% | 0.00% | 0.0% |
| Q2 2021 | $713,000 | +8.2% | 6,845 | +0.4% | 0.00% | 0.0% |
| Q1 2021 | $659,000 | +138.8% | 6,816 | +49.3% | 0.00% | +100.0% |
| Q1 2020 | $276,000 | +10.0% | 4,566 | +39.9% | 0.00% | 0.0% |
| Q4 2019 | $251,000 | +17.8% | 3,264 | +8.8% | 0.00% | 0.0% |
| Q3 2019 | $213,000 | +0.5% | 3,001 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $212,000 | – | 3,001 | – | 0.00% | – |
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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% |