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 | $736,814 | +17.4% | 14,780 | +21.8% | 0.00% | +50.0% |
| Q2 2023 | $627,461 | +98094.2% | 12,136 | -9.2% | 0.00% | -33.3% |
| Q1 2023 | $639 | +16.0% | 13,369 | +8.5% | 0.00% | 0.0% |
| Q4 2022 | $551 | -99.9% | 12,326 | -6.6% | 0.00% | 0.0% |
| Q3 2022 | $553,000 | -7.4% | 13,192 | -2.4% | 0.00% | 0.0% |
| Q2 2022 | $597,000 | -30.6% | 13,516 | -16.1% | 0.00% | -25.0% |
| Q1 2022 | $860,000 | -1.7% | 16,110 | +107.9% | 0.00% | 0.0% |
| Q4 2021 | $875,000 | +73.3% | 7,749 | +59.1% | 0.00% | +33.3% |
| Q3 2021 | $505,000 | +77.8% | 4,869 | +78.6% | 0.00% | +50.0% |
| Q2 2021 | $284,000 | +545.5% | 2,726 | +492.6% | 0.00% | – |
| Q1 2021 | $44,000 | +10.0% | 460 | +3.6% | 0.00% | – |
| Q4 2020 | $40,000 | +14.3% | 444 | -1.3% | 0.00% | – |
| Q3 2020 | $35,000 | +105.9% | 450 | +94.0% | 0.00% | – |
| Q2 2020 | $17,000 | -22.7% | 232 | -35.7% | 0.00% | – |
| Q1 2020 | $22,000 | +22.2% | 361 | +56.3% | 0.00% | – |
| Q4 2019 | $18,000 | +12.5% | 231 | +0.4% | 0.00% | – |
| Q3 2019 | $16,000 | +6.7% | 230 | +9.5% | 0.00% | – |
| Q2 2019 | $15,000 | +114.3% | 210 | +112.1% | 0.00% | – |
| Q1 2019 | $7,000 | +133.3% | 99 | +106.2% | 0.00% | – |
| Q4 2018 | $3,000 | – | 48 | – | 0.00% | – |
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% |