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 | $8,335,274 | -3.6% | 167,207 | -0.0% | 3.25% | -0.7% |
| Q2 2023 | $8,647,942 | +4.9% | 167,272 | -2.9% | 3.27% | +0.9% |
| Q1 2023 | $8,240,139 | +4.3% | 172,208 | -2.3% | 3.24% | -2.9% |
| Q4 2022 | $7,899,843 | +9.2% | 176,296 | +2.3% | 3.34% | +1.3% |
| Q3 2022 | $7,236,000 | -5.6% | 172,346 | -0.7% | 3.30% | +0.2% |
| Q2 2022 | $7,668,000 | -16.0% | 173,537 | +1.5% | 3.29% | -3.2% |
| Q1 2022 | $9,124,000 | -4.5% | 170,897 | +102.0% | 3.40% | -1.5% |
| Q4 2021 | $9,558,000 | +9.4% | 84,583 | +0.6% | 3.45% | +1.2% |
| Q3 2021 | $8,735,000 | -8.0% | 84,112 | -7.7% | 3.41% | -4.0% |
| Q2 2021 | $9,497,000 | +9.5% | 91,083 | +1.5% | 3.55% | +4.0% |
| Q1 2021 | $8,676,000 | +3.9% | 89,714 | -2.3% | 3.41% | +2.3% |
| Q4 2020 | $8,352,000 | -0.0% | 91,792 | -12.5% | 3.33% | -0.6% |
| Q3 2020 | $8,354,000 | +7.1% | 104,900 | -1.2% | 3.35% | -1.0% |
| Q2 2020 | $7,798,000 | +21.4% | 106,146 | -0.1% | 3.39% | +4.5% |
| Q1 2020 | $6,422,000 | -19.4% | 106,275 | +2.5% | 3.24% | -7.7% |
| Q4 2019 | $7,969,000 | +16.7% | 103,657 | +7.8% | 3.51% | +10.3% |
| Q3 2019 | $6,831,000 | +3.7% | 96,188 | +3.0% | 3.18% | +9.0% |
| Q2 2019 | $6,585,000 | +0.3% | 93,370 | -3.2% | 2.92% | +4.1% |
| Q1 2019 | $6,566,000 | +15.2% | 96,483 | +1.4% | 2.80% | -1.1% |
| Q4 2018 | $5,700,000 | +0.7% | 95,115 | +18.2% | 2.84% | +13.6% |
| Q3 2018 | $5,663,000 | +37.8% | 80,458 | +29.2% | 2.50% | +28.7% |
| Q2 2018 | $4,110,000 | +51.3% | 62,282 | +46.2% | 1.94% | +35.1% |
| Q1 2018 | $2,717,000 | +28.6% | 42,595 | +30.0% | 1.44% | -20.7% |
| Q4 2017 | $2,113,000 | – | 32,753 | – | 1.81% | – |
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% |