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 | $1,048,346 | -6.8% | 21,030 | -3.4% | 0.01% | -9.1% |
| Q2 2023 | $1,125,251 | +34.4% | 21,765 | +24.4% | 0.01% | +22.2% |
| Q1 2023 | $837,492 | -13.9% | 17,502 | -19.4% | 0.01% | 0.0% |
| Q4 2022 | $973,184 | -99.9% | 21,718 | -38.6% | 0.01% | +12.5% |
| Q3 2022 | $743,743,000 | +47976.5% | 35,366 | +1.1% | 0.01% | -50.0% |
| Q2 2022 | $1,547,000 | -32.3% | 34,998 | -18.3% | 0.02% | -33.3% |
| Q1 2022 | $2,286,000 | -3.5% | 42,826 | +104.3% | 0.02% | 0.0% |
| Q4 2021 | $2,369,000 | -72.5% | 20,963 | -74.7% | 0.02% | -72.1% |
| Q3 2021 | $8,613,000 | +287.4% | 82,929 | +288.9% | 0.09% | +244.0% |
| Q2 2021 | $2,223,000 | -2.8% | 21,322 | -9.8% | 0.02% | -13.8% |
| Q1 2021 | $2,287,000 | -69.5% | 23,651 | -71.4% | 0.03% | -66.7% |
| Q4 2020 | $7,497,000 | -99.5% | 82,702 | +370.4% | 0.09% | +234.6% |
| Q3 2020 | $1,400,000,000 | – | 17,583 | – | 0.03% | – |
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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% |