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 | $431,551 | -3.6% | 8,657 | 0.0% | 0.16% | +0.6% |
| Q2 2023 | $447,567 | +81.9% | 8,657 | +55.4% | 0.16% | +48.1% |
| Q2 2022 | $246,000 | -17.2% | 5,570 | 0.0% | 0.11% | -1.9% |
| Q1 2022 | $297,000 | -7.2% | 5,570 | +93.9% | 0.11% | -1.8% |
| Q4 2021 | $320,000 | +20.3% | 2,872 | +12.1% | 0.11% | +12.2% |
| Q3 2021 | $266,000 | +2.3% | 2,562 | +2.8% | 0.10% | -1.0% |
| Q2 2021 | $260,000 | +4.8% | 2,492 | 0.0% | 0.10% | -2.9% |
| Q1 2021 | $248,000 | +5.5% | 2,492 | 0.0% | 0.10% | +1.0% |
| Q4 2020 | $235,000 | -56.9% | 2,492 | -64.9% | 0.10% | -64.8% |
| Q4 2019 | $545,000 | – | 7,094 | – | 0.29% | – |
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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% |