SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 677 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $73,379 | -3.6% | 1,472 | 0.0% | 0.02% | -6.2% |
| Q2 2023 | $76,102 | +8.0% | 1,472 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $70,435 | +4.4% | 1,472 | -2.3% | 0.02% | -5.9% |
| Q4 2022 | $67,484 | +7.1% | 1,506 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $63,000 | -6.0% | 1,506 | 0.0% | 0.02% | -19.0% |
| Q2 2022 | $67,000 | -16.2% | 1,506 | 0.0% | 0.02% | -8.7% |
| Q1 2022 | $80,000 | -5.9% | 1,506 | +100.0% | 0.02% | 0.0% |
| Q4 2021 | $85,000 | +9.0% | 753 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $78,000 | -1.3% | 753 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $79,000 | +8.2% | 753 | 0.0% | 0.02% | -4.0% |
| Q1 2021 | $73,000 | +5.8% | 753 | 0.0% | 0.02% | -3.8% |
| Q4 2020 | $69,000 | +15.0% | 753 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $60,000 | +1.7% | 753 | -6.1% | 0.03% | -3.7% |
| Q2 2020 | $59,000 | +22.9% | 802 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $48,000 | -22.6% | 802 | 0.0% | 0.03% | -10.0% |
| Q4 2019 | $62,000 | +24.0% | 802 | +13.8% | 0.03% | +15.4% |
| Q3 2019 | $50,000 | – | 705 | – | 0.03% | – |
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% |