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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $87,078 | +0.4% | 1,684 | -7.1% | 0.01% | 0.0% |
| Q1 2023 | $86,731 | +47.7% | 1,813 | +38.3% | 0.01% | +50.0% |
| Q4 2022 | $58,738 | +1.3% | 1,311 | -5.0% | 0.01% | -14.3% |
| Q3 2022 | $58,000 | +1.8% | 1,380 | +6.2% | 0.01% | 0.0% |
| Q2 2022 | $57,000 | -8.1% | 1,300 | +11.2% | 0.01% | 0.0% |
| Q1 2022 | $62,000 | -6.1% | 1,169 | +99.8% | 0.01% | 0.0% |
| Q4 2021 | $66,000 | +17.9% | 585 | +8.9% | 0.01% | +16.7% |
| Q3 2021 | $56,000 | +75.0% | 537 | +74.9% | 0.01% | +50.0% |
| Q2 2021 | $32,000 | +28.0% | 307 | +19.9% | 0.00% | +33.3% |
| Q1 2021 | $25,000 | +66.7% | 256 | +56.1% | 0.00% | +50.0% |
| Q4 2020 | $15,000 | +15.4% | 164 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | +8.3% | 164 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +71.4% | 164 | +47.7% | 0.00% | +100.0% |
| Q1 2020 | $7,000 | -98.9% | 111 | -99.0% | 0.00% | -99.5% |
| Q4 2016 | $618,000 | – | 11,401 | – | 0.21% | – |
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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% |