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 | $567,329 | -27.0% | 11,381 | -24.3% | 0.11% | -26.2% |
| Q2 2023 | $777,433 | -14.8% | 15,037 | -21.2% | 0.14% | -16.7% |
| Q1 2023 | $912,738 | +7.2% | 19,075 | +0.4% | 0.17% | +3.6% |
| Q4 2022 | $851,487 | -31.8% | 19,002 | -36.1% | 0.17% | -40.8% |
| Q3 2022 | $1,248,000 | -4.3% | 29,721 | +0.7% | 0.28% | +1.1% |
| Q2 2022 | $1,304,000 | -17.1% | 29,522 | +0.3% | 0.28% | -4.7% |
| Q1 2022 | $1,573,000 | -5.3% | 29,448 | +100.4% | 0.30% | -5.8% |
| Q4 2021 | $1,661,000 | +71.6% | 14,698 | +57.7% | 0.31% | +55.0% |
| Q3 2021 | $968,000 | -0.1% | 9,319 | +0.3% | 0.20% | +2.0% |
| Q2 2021 | $969,000 | -54.2% | 9,290 | -80.5% | 0.20% | -57.3% |
| Q1 2021 | $2,117,000 | +152.0% | 47,705 | +416.6% | 0.46% | +141.7% |
| Q4 2020 | $840,000 | +14.8% | 9,235 | +0.4% | 0.19% | +3.2% |
| Q3 2020 | $732,000 | +9.1% | 9,197 | +0.6% | 0.19% | +4.5% |
| Q2 2020 | $671,000 | +22.0% | 9,141 | +0.4% | 0.18% | 0.0% |
| Q1 2020 | $550,000 | -21.0% | 9,104 | +0.5% | 0.18% | +1.7% |
| Q4 2019 | $696,000 | – | 9,055 | – | 0.18% | – |
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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% |