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 | $3,738,498 | -15.9% | 74,995 | -12.8% | 0.25% | -19.7% |
| Q2 2023 | $4,444,125 | +10.0% | 85,960 | +1.8% | 0.31% | +1.0% |
| Q1 2023 | $4,040,926 | +6.9% | 84,450 | +0.1% | 0.31% | -15.5% |
| Q4 2022 | $3,781,421 | +6.2% | 84,387 | -0.5% | 0.37% | -1.1% |
| Q3 2022 | $3,561,000 | -3.2% | 84,806 | +1.8% | 0.37% | +7.2% |
| Q2 2022 | $3,680,000 | -36.6% | 83,281 | -23.4% | 0.35% | -28.7% |
| Q1 2022 | $5,803,000 | -4.7% | 108,693 | +101.7% | 0.49% | -4.9% |
| Q4 2021 | $6,089,000 | +12.0% | 53,879 | +2.9% | 0.51% | -16.6% |
| Q3 2021 | $5,436,000 | -1.4% | 52,341 | -1.0% | 0.61% | -7.3% |
| Q2 2021 | $5,512,000 | +11.6% | 52,868 | +3.5% | 0.66% | -16.2% |
| Q1 2021 | $4,937,000 | +21.3% | 51,057 | +14.1% | 0.79% | -7.2% |
| Q4 2020 | $4,070,000 | +9.5% | 44,739 | -4.2% | 0.85% | -6.8% |
| Q3 2020 | $3,718,000 | +26.2% | 46,688 | +16.5% | 0.91% | +7.4% |
| Q2 2020 | $2,945,000 | -6.5% | 40,089 | -23.1% | 0.85% | -21.0% |
| Q1 2020 | $3,150,000 | – | 52,134 | – | 1.08% | – |
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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% |