SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,143,703 | -22.9% | 424,146 | -20.0% | 1.94% | -16.2% |
| Q2 2023 | $27,407,867 | +6.5% | 530,133 | -1.4% | 2.31% | +2.2% |
| Q1 2023 | $25,731,602 | -6.2% | 537,756 | -6.4% | 2.26% | -4.9% |
| Q4 2022 | $27,445,411 | +9.8% | 574,292 | -3.5% | 2.38% | -7.6% |
| Q3 2022 | $24,993,000 | -1.4% | 595,234 | +3.7% | 2.58% | +4.1% |
| Q2 2022 | $25,356,000 | -17.5% | 573,800 | -0.3% | 2.48% | -7.1% |
| Q1 2022 | $30,737,000 | -6.0% | 575,716 | +98.9% | 2.66% | -3.9% |
| Q4 2021 | $32,704,000 | +9.5% | 289,391 | +0.6% | 2.77% | +2.8% |
| Q3 2021 | $29,873,000 | -1.7% | 287,631 | -1.4% | 2.70% | -4.3% |
| Q2 2021 | $30,402,000 | +10.0% | 291,579 | +2.0% | 2.82% | +3.0% |
| Q1 2021 | $27,636,000 | +258.5% | 285,765 | +237.3% | 2.74% | +134.8% |
| Q4 2020 | $7,709,000 | -66.5% | 84,733 | -70.7% | 1.16% | -57.6% |
| Q3 2020 | $22,997,000 | -99.9% | 288,773 | -1.3% | 2.74% | +1.0% |
| Q2 2020 | $21,497,631,000 | +117746.9% | 292,604 | -3.1% | 2.72% | -1.9% |
| Q1 2020 | $18,242,000 | -22.2% | 301,875 | -1.0% | 2.77% | -8.5% |
| Q4 2019 | $23,446,000 | +6.3% | 304,970 | -3.3% | 3.03% | -0.7% |
| Q3 2019 | $22,064,000 | +5.6% | 315,305 | +6.4% | 3.05% | +4.2% |
| Q2 2019 | $20,898,000 | +10.1% | 296,312 | +6.2% | 2.93% | +4.8% |
| Q1 2019 | $18,979,000 | – | 278,909 | – | 2.79% | – |
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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% |