SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $538,173 | -3.2% | 10,796 | +0.4% | 0.25% | +2.1% |
| Q2 2023 | $556,099 | +8.4% | 10,756 | +0.4% | 0.24% | +8.5% |
| Q1 2023 | $512,872 | +7.2% | 10,718 | +0.4% | 0.22% | +10.9% |
| Q4 2022 | $478,522 | -6.0% | 10,679 | -12.0% | 0.20% | -13.0% |
| Q3 2022 | $509,000 | -4.7% | 12,133 | +0.4% | 0.23% | +0.4% |
| Q2 2022 | $534,000 | -5.2% | 12,089 | +14.6% | 0.23% | -12.5% |
| Q1 2022 | $563,000 | -5.2% | 10,549 | +100.6% | 0.26% | -8.4% |
| Q4 2021 | $594,000 | +5.1% | 5,260 | -3.3% | 0.29% | -2.7% |
| Q3 2021 | $565,000 | 0.0% | 5,441 | +0.3% | 0.30% | -4.2% |
| Q2 2021 | $565,000 | +8.0% | 5,425 | +0.3% | 0.31% | -1.0% |
| Q1 2021 | $523,000 | +6.5% | 5,409 | +0.3% | 0.31% | -4.6% |
| Q4 2020 | $491,000 | +14.7% | 5,395 | +0.4% | 0.33% | -2.7% |
| Q3 2020 | $428,000 | – | 5,375 | – | 0.34% | – |
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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% |