SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,014,746 | -2.2% | 80,537 | +1.5% | 1.00% | +10.2% |
Q2 2023 | $4,103,318 | +7.8% | 79,368 | -0.2% | 0.91% | -23.7% |
Q1 2023 | $3,805,306 | +1.5% | 79,526 | -5.0% | 1.19% | -3.1% |
Q4 2022 | $3,749,306 | +6.7% | 83,671 | -0.1% | 1.23% | -7.6% |
Q3 2022 | $3,515,000 | -5.0% | 83,726 | +0.0% | 1.33% | -2.7% |
Q2 2022 | $3,699,000 | -17.3% | 83,722 | -0.1% | 1.37% | -8.7% |
Q1 2022 | $4,472,000 | -5.7% | 83,768 | +99.6% | 1.50% | -3.6% |
Q4 2021 | $4,742,000 | +8.4% | 41,967 | -0.4% | 1.56% | -7.1% |
Q3 2021 | $4,374,000 | -0.2% | 42,118 | +0.2% | 1.67% | -1.8% |
Q2 2021 | $4,381,000 | +0.3% | 42,024 | -6.8% | 1.70% | -23.5% |
Q1 2021 | $4,366,000 | +4.5% | 45,080 | -1.8% | 2.23% | -9.6% |
Q4 2020 | $4,178,000 | +8.8% | 45,921 | -4.5% | 2.46% | -12.9% |
Q3 2020 | $3,840,000 | +5.6% | 48,075 | -2.9% | 2.83% | +6.2% |
Q2 2020 | $3,638,000 | +77.6% | 49,528 | +46.1% | 2.66% | +36.9% |
Q1 2020 | $2,049,000 | -18.9% | 33,908 | +5.0% | 1.94% | -13.5% |
Q4 2019 | $2,526,000 | – | 32,306 | – | 2.25% | – |
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% |