SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 770 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,743,155 | -4.0% | 34,968 | -0.4% | 1.00% | +0.9% |
| Q2 2023 | $1,814,980 | +3.9% | 35,106 | -3.8% | 0.99% | -1.4% |
| Q1 2023 | $1,746,286 | +6.7% | 36,495 | -0.0% | 1.01% | +6.0% |
| Q4 2022 | $1,636,148 | +0.0% | 36,513 | -6.3% | 0.95% | -2.8% |
| Q3 2022 | $1,636,000 | -4.6% | 38,968 | +0.5% | 0.98% | +3.6% |
| Q2 2022 | $1,714,000 | -26.0% | 38,783 | -10.6% | 0.94% | -12.9% |
| Q1 2022 | $2,316,000 | -8.8% | 43,384 | +93.0% | 1.08% | -6.3% |
| Q4 2021 | $2,540,000 | +11.6% | 22,477 | +2.5% | 1.16% | +2.9% |
| Q3 2021 | $2,277,000 | +17.3% | 21,919 | +17.7% | 1.12% | +19.1% |
| Q2 2021 | $1,942,000 | +7.8% | 18,625 | 0.0% | 0.94% | +3.2% |
| Q1 2021 | $1,801,000 | +9.0% | 18,625 | +2.6% | 0.91% | +4.3% |
| Q4 2020 | $1,652,000 | +15.1% | 18,153 | +0.8% | 0.88% | +3.1% |
| Q3 2020 | $1,435,000 | -6.3% | 18,015 | -13.6% | 0.85% | -14.5% |
| Q2 2020 | $1,532,000 | +20.6% | 20,853 | -0.8% | 0.99% | +4.2% |
| Q1 2020 | $1,270,000 | -18.3% | 21,024 | +4.0% | 0.95% | +4.7% |
| Q4 2019 | $1,554,000 | +17.5% | 20,219 | +8.6% | 0.91% | +8.3% |
| Q3 2019 | $1,322,000 | +1.1% | 18,615 | +0.4% | 0.84% | -4.1% |
| Q2 2019 | $1,307,000 | +4.3% | 18,535 | +0.7% | 0.88% | +0.8% |
| Q1 2019 | $1,253,000 | +21.3% | 18,406 | +6.8% | 0.87% | +12.6% |
| Q4 2018 | $1,033,000 | -11.1% | 17,238 | +4.4% | 0.77% | -1.2% |
| Q3 2018 | $1,162,000 | +20.0% | 16,507 | +12.5% | 0.78% | +18.2% |
| Q2 2018 | $968,000 | +3.1% | 14,675 | -0.3% | 0.66% | +3.6% |
| Q1 2018 | $939,000 | -4.3% | 14,726 | -3.1% | 0.64% | -34.8% |
| Q4 2017 | $981,000 | – | 15,204 | – | 0.98% | – |
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% |