SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 742 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.65 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $681,716 | +15.4% | 13,186 | 0.0% | 0.53% | +22.6% |
| Q1 2023 | $590,865 | 0.0% | 13,186 | 0.0% | 0.43% | -0.7% |
| Q4 2022 | $590,865 | +6.7% | 13,186 | 0.0% | 0.43% | +35.8% |
| Q3 2022 | $554,000 | -5.0% | 13,186 | 0.0% | 0.32% | +5.3% |
| Q2 2022 | $583,000 | -17.2% | 13,186 | 0.0% | 0.30% | +19.4% |
| Q1 2022 | $704,000 | -5.5% | 13,186 | +100.0% | 0.25% | +15.0% |
| Q4 2021 | $745,000 | +8.8% | 6,593 | 0.0% | 0.22% | +5.8% |
| Q3 2021 | $685,000 | -0.3% | 6,593 | 0.0% | 0.21% | +2.5% |
| Q2 2021 | $687,000 | +7.7% | 6,593 | -0.1% | 0.20% | +0.5% |
| Q1 2021 | $638,000 | +14.7% | 6,601 | +8.0% | 0.20% | +16.8% |
| Q4 2020 | $556,000 | – | 6,112 | – | 0.17% | – |
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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% |