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 | $4,465,445 | -4.8% | 89,578 | -1.3% | 1.91% | +2.9% |
| Q2 2023 | $4,691,189 | +7.9% | 90,739 | -0.1% | 1.86% | +1.8% |
| Q1 2023 | $4,345,870 | +6.0% | 90,823 | -0.8% | 1.83% | -1.7% |
| Q4 2022 | $4,100,644 | +19.2% | 91,512 | +11.7% | 1.86% | +7.8% |
| Q3 2022 | $3,440,000 | -5.0% | 81,922 | -0.0% | 1.72% | +0.3% |
| Q2 2022 | $3,621,000 | +8.1% | 81,937 | +30.6% | 1.72% | +19.5% |
| Q1 2022 | $3,350,000 | +7.4% | 62,743 | +127.3% | 1.44% | -11.4% |
| Q4 2021 | $3,119,000 | +8.6% | 27,601 | -0.2% | 1.62% | +0.1% |
| Q3 2021 | $2,873,000 | -5.4% | 27,659 | -5.0% | 1.62% | -2.6% |
| Q2 2021 | $3,037,000 | +8.1% | 29,128 | +0.3% | 1.66% | -6.2% |
| Q1 2021 | $2,810,000 | +5.9% | 29,055 | -0.3% | 1.78% | -0.2% |
| Q4 2020 | $2,653,000 | +18.8% | 29,157 | +4.0% | 1.78% | +1.1% |
| Q3 2020 | $2,234,000 | +6.2% | 28,047 | -2.0% | 1.76% | -3.2% |
| Q2 2020 | $2,103,000 | -35.6% | 28,629 | -47.0% | 1.82% | -44.2% |
| Q1 2020 | $3,263,000 | +42.8% | 54,003 | +81.7% | 3.26% | +61.3% |
| Q4 2019 | $2,285,000 | – | 29,717 | – | 2.02% | – |
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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% |