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 | $3,872,797 | -6.3% | 77,689 | -2.8% | 0.30% | -3.5% |
| Q2 2023 | $4,131,089 | -2.4% | 79,905 | -9.7% | 0.31% | -9.0% |
| Q1 2023 | $4,233,695 | -0.2% | 88,478 | -6.5% | 0.34% | -7.0% |
| Q4 2022 | $4,241,422 | +8.8% | 94,653 | +2.0% | 0.37% | -1.6% |
| Q3 2022 | $3,898,000 | +1.4% | 92,826 | +6.7% | 0.38% | +11.6% |
| Q2 2022 | $3,843,000 | -7.0% | 86,959 | +12.3% | 0.34% | +10.2% |
| Q1 2022 | $4,134,000 | +1.5% | 77,426 | +114.8% | 0.30% | +2.7% |
| Q4 2021 | $4,074,000 | +25.9% | 36,046 | +15.7% | 0.30% | +17.9% |
| Q3 2021 | $3,236,000 | +7.8% | 31,161 | +8.3% | 0.25% | -6.7% |
| Q2 2021 | $3,001,000 | +6.6% | 28,782 | -1.2% | 0.27% | -1.5% |
| Q1 2021 | $2,816,000 | +3.2% | 29,119 | -2.9% | 0.27% | -7.1% |
| Q4 2020 | $2,728,000 | +22.9% | 29,979 | +7.5% | 0.30% | +6.9% |
| Q3 2020 | $2,220,000 | +7.5% | 27,879 | -0.8% | 0.28% | -0.7% |
| Q2 2020 | $2,065,000 | +21.3% | 28,102 | -0.2% | 0.28% | -0.7% |
| Q1 2020 | $1,702,000 | -31.4% | 28,160 | -12.8% | 0.28% | -9.1% |
| Q4 2019 | $2,482,000 | +10.0% | 32,278 | +1.5% | 0.31% | +1.7% |
| Q3 2019 | $2,257,000 | +20.5% | 31,786 | +19.7% | 0.30% | +18.8% |
| Q2 2019 | $1,873,000 | -44.3% | 26,552 | -46.3% | 0.26% | +8.5% |
| Q1 2019 | $3,362,000 | +311.0% | 49,416 | +262.2% | 0.24% | +75.4% |
| Q4 2018 | $818,000 | -10.8% | 13,643 | +4.7% | 0.13% | +4.7% |
| Q3 2018 | $917,000 | +57.8% | 13,028 | +48.0% | 0.13% | +50.6% |
| Q2 2018 | $581,000 | +12.2% | 8,801 | +8.5% | 0.08% | +10.4% |
| Q1 2018 | $518,000 | +5.9% | 8,113 | +7.0% | 0.08% | +10.0% |
| Q4 2017 | $489,000 | +45.5% | 7,583 | +37.5% | 0.07% | +34.6% |
| Q3 2017 | $336,000 | +8.7% | 5,513 | +4.3% | 0.05% | +6.1% |
| Q2 2017 | $309,000 | +12.4% | 5,288 | +9.9% | 0.05% | +11.4% |
| Q1 2017 | $275,000 | +5.8% | 4,812 | +0.1% | 0.04% | +2.3% |
| Q4 2016 | $260,000 | -83.3% | 4,806 | -84.8% | 0.04% | -83.8% |
| Q4 2015 | $1,555,000 | – | 31,713 | – | 0.26% | – |
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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% |