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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $265,365 | -2.8% | 5,922 | -9.0% | 0.20% | -9.2% |
| Q3 2022 | $273,000 | -31.2% | 6,508 | -27.5% | 0.22% | -25.4% |
| Q2 2022 | $397,000 | -57.6% | 8,976 | -48.8% | 0.29% | -51.3% |
| Q1 2022 | $936,000 | -10.2% | 17,536 | +90.2% | 0.60% | -7.4% |
| Q4 2021 | $1,042,000 | -15.6% | 9,222 | -22.4% | 0.64% | -23.8% |
| Q3 2021 | $1,234,000 | -2.9% | 11,884 | -2.5% | 0.85% | -14.3% |
| Q2 2021 | $1,271,000 | +7.3% | 12,190 | -0.4% | 0.99% | -7.8% |
| Q1 2021 | $1,184,000 | +3.5% | 12,238 | -2.7% | 1.07% | +3.4% |
| Q4 2020 | $1,144,000 | +11.5% | 12,574 | -2.4% | 1.04% | -2.3% |
| Q3 2020 | $1,026,000 | +6.0% | 12,881 | -2.3% | 1.06% | -8.6% |
| Q2 2020 | $968,000 | +21.5% | 13,182 | -0.1% | 1.16% | +10.1% |
| Q1 2020 | $797,000 | -61.6% | 13,195 | +8638.4% | 1.05% | -33.7% |
| Q4 2019 | $2,074,000 | – | 151 | – | 1.59% | – |
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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% |