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 | $471,083 | -3.6% | 9,450 | 0.0% | 0.07% | -5.1% |
| Q2 2023 | $488,565 | +8.0% | 9,450 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $452,183 | +6.8% | 9,450 | 0.0% | 0.08% | +1.3% |
| Q4 2022 | $423,455 | +1.5% | 9,450 | 0.0% | 0.08% | -17.2% |
| Q3 2022 | $417,000 | -0.2% | 9,450 | 0.0% | 0.09% | +24.0% |
| Q2 2022 | $418,000 | -17.2% | 9,450 | 0.0% | 0.08% | -8.5% |
| Q1 2022 | $505,000 | -5.4% | 9,450 | +100.0% | 0.08% | -4.7% |
| Q4 2021 | $534,000 | +8.8% | 4,725 | 0.0% | 0.09% | -2.3% |
| Q3 2021 | $491,000 | -0.4% | 4,725 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $493,000 | +5.3% | 4,725 | -2.3% | 0.09% | -3.3% |
| Q1 2021 | $468,000 | +6.4% | 4,835 | 0.0% | 0.09% | -3.2% |
| Q4 2020 | $440,000 | +14.3% | 4,835 | 0.0% | 0.10% | +4.4% |
| Q3 2020 | $385,000 | +8.5% | 4,835 | 0.0% | 0.09% | +2.2% |
| Q2 2020 | $355,000 | – | 4,835 | – | 0.09% | – |
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% |