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 | $232,682 | -3.4% | 4,657 | 0.0% | 0.03% | -3.0% |
| Q2 2023 | $240,786 | +8.0% | 4,657 | 0.0% | 0.03% | -5.7% |
| Q1 2023 | $222,855 | +7.2% | 4,657 | +0.4% | 0.04% | +9.4% |
| Q4 2022 | $207,912 | +2.4% | 4,640 | +0.9% | 0.03% | +3.2% |
| Q2 2022 | $203,000 | -35.4% | 4,600 | -21.9% | 0.03% | -29.5% |
| Q1 2022 | $314,000 | -5.4% | 5,890 | +100.4% | 0.04% | -6.4% |
| Q4 2021 | $332,000 | +9.2% | 2,939 | +0.3% | 0.05% | -2.1% |
| Q3 2021 | $304,000 | -0.3% | 2,930 | +0.2% | 0.05% | -2.0% |
| Q2 2021 | $305,000 | +8.2% | 2,923 | +0.2% | 0.05% | +2.1% |
| Q1 2021 | $282,000 | +6.4% | 2,916 | +0.2% | 0.05% | -2.0% |
| Q4 2020 | $265,000 | +14.7% | 2,910 | +0.3% | 0.05% | -3.9% |
| Q3 2020 | $231,000 | +9.0% | 2,901 | +0.5% | 0.05% | +2.0% |
| Q2 2020 | $212,000 | -3.6% | 2,887 | +0.7% | 0.05% | +8.7% |
| Q4 2019 | $220,000 | +6.3% | 2,867 | +0.5% | 0.05% | 0.0% |
| Q3 2019 | $207,000 | +3.5% | 2,854 | +0.7% | 0.05% | -2.1% |
| Q2 2019 | $200,000 | – | 2,834 | – | 0.05% | – |
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% |