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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $27 | +8.0% | 570 | +0.4% | 0.02% | +5.9% |
| Q4 2022 | $25 | -99.9% | 568 | +0.5% | 0.02% | -5.6% |
| Q3 2022 | $24,000 | -4.0% | 565 | +0.4% | 0.02% | 0.0% |
| Q2 2022 | $25,000 | -32.4% | 563 | -17.9% | 0.02% | -10.0% |
| Q1 2022 | $37,000 | -5.1% | 686 | +100.6% | 0.02% | 0.0% |
| Q4 2021 | $39,000 | +11.4% | 342 | +0.3% | 0.02% | +5.3% |
| Q3 2021 | $35,000 | 0.0% | 341 | +0.3% | 0.02% | +5.6% |
| Q2 2021 | $35,000 | +6.1% | 340 | +0.3% | 0.02% | 0.0% |
| Q1 2021 | $33,000 | +6.5% | 339 | +0.3% | 0.02% | 0.0% |
| Q4 2020 | $31,000 | +14.8% | 338 | +0.6% | 0.02% | 0.0% |
| Q3 2020 | $27,000 | +8.0% | 336 | +0.6% | 0.02% | 0.0% |
| Q2 2020 | $25,000 | +25.0% | 334 | +0.3% | 0.02% | 0.0% |
| Q1 2020 | $20,000 | -39.4% | 333 | -22.7% | 0.02% | -28.0% |
| Q4 2019 | $33,000 | +10.0% | 431 | +1.2% | 0.02% | 0.0% |
| Q3 2019 | $30,000 | 0.0% | 426 | +0.5% | 0.02% | -3.8% |
| Q2 2019 | $30,000 | +3.4% | 424 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $29,000 | +16.0% | 424 | +0.5% | 0.03% | 0.0% |
| Q4 2018 | $25,000 | -13.8% | 422 | +1.0% | 0.03% | +4.0% |
| Q3 2018 | $29,000 | +7.4% | 418 | +0.5% | 0.02% | 0.0% |
| Q2 2018 | $27,000 | 0.0% | 416 | 0.0% | 0.02% | -7.4% |
| Q1 2018 | $27,000 | 0.0% | 416 | +0.2% | 0.03% | +8.0% |
| Q4 2017 | $27,000 | – | 415 | – | 0.02% | – |
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% |