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 | $475 | -3.3% | 9,525 | +0.2% | 0.08% | 0.0% |
| Q2 2023 | $491 | +8.1% | 9,505 | +0.2% | 0.08% | -1.3% |
| Q1 2023 | $454 | -99.9% | 9,486 | +12.0% | 0.08% | +13.2% |
| Q4 2022 | $379,369 | +6.9% | 8,466 | +0.3% | 0.07% | +1.5% |
| Q3 2022 | $355,000 | -4.6% | 8,443 | +0.3% | 0.07% | +8.1% |
| Q2 2022 | $372,000 | -10.6% | 8,421 | +7.9% | 0.06% | +6.9% |
| Q1 2022 | $416,000 | +2.2% | 7,801 | +116.5% | 0.06% | +5.5% |
| Q4 2021 | $407,000 | +8.8% | 3,604 | +0.1% | 0.06% | -1.8% |
| Q3 2021 | $374,000 | -0.3% | 3,600 | +0.2% | 0.06% | 0.0% |
| Q2 2021 | $375,000 | +8.1% | 3,592 | +0.2% | 0.06% | -1.8% |
| Q1 2021 | $347,000 | +6.8% | 3,585 | +0.3% | 0.06% | -1.7% |
| Q4 2020 | $325,000 | +24.5% | 3,573 | +0.7% | 0.06% | -3.3% |
| Q2 2020 | $261,000 | – | 3,548 | – | 0.06% | – |
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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% |