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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,007,168 | -13.5% | 19,481 | -19.9% | 0.20% | -17.2% |
| Q1 2023 | $1,163,699 | +1.0% | 24,320 | -5.4% | 0.24% | -3.6% |
| Q4 2022 | $1,152,459 | +5.3% | 25,719 | -1.3% | 0.25% | -3.5% |
| Q3 2022 | $1,094,000 | -11.3% | 26,051 | -6.6% | 0.26% | +2.0% |
| Q2 2022 | $1,233,000 | -20.1% | 27,896 | -3.5% | 0.25% | -2.7% |
| Q1 2022 | $1,543,000 | -6.9% | 28,905 | +97.1% | 0.26% | -2.6% |
| Q4 2021 | $1,657,000 | +31.6% | 14,665 | +6.0% | 0.26% | 0.0% |
| Q4 2020 | $1,259,000 | – | 13,841 | – | 0.26% | – |
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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% |