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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $644 | -99.9% | 14,369 | -8.1% | 0.02% | -10.5% |
| Q3 2022 | $656,000 | -3.1% | 15,633 | +2.1% | 0.02% | +5.6% |
| Q2 2022 | $677,000 | -12.1% | 15,318 | +6.2% | 0.02% | 0.0% |
| Q1 2022 | $770,000 | -2.8% | 14,423 | +105.7% | 0.02% | +5.9% |
| Q4 2021 | $792,000 | +9.2% | 7,010 | +0.5% | 0.02% | 0.0% |
| Q3 2021 | $725,000 | +0.7% | 6,977 | +1.0% | 0.02% | 0.0% |
| Q2 2021 | $720,000 | +9.4% | 6,906 | +1.4% | 0.02% | 0.0% |
| Q1 2021 | $658,000 | +7.2% | 6,809 | +1.0% | 0.02% | 0.0% |
| Q4 2020 | $614,000 | +19.2% | 6,744 | +4.3% | 0.02% | +6.2% |
| Q3 2020 | $515,000 | +8.4% | 6,465 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $475,000 | +18.8% | 6,465 | -2.3% | 0.02% | 0.0% |
| Q1 2020 | $400,000 | -37.5% | 6,617 | -20.5% | 0.02% | -20.0% |
| Q4 2019 | $640,000 | +7.4% | 8,326 | -0.8% | 0.02% | 0.0% |
| Q3 2019 | $596,000 | +1.9% | 8,393 | +1.1% | 0.02% | 0.0% |
| Q2 2019 | $585,000 | +6.2% | 8,301 | +2.5% | 0.02% | 0.0% |
| Q1 2019 | $551,000 | +19.0% | 8,101 | +4.9% | 0.02% | +11.1% |
| Q4 2018 | $463,000 | -12.6% | 7,726 | +2.7% | 0.02% | 0.0% |
| Q3 2018 | $530,000 | +14.7% | 7,526 | +7.6% | 0.02% | +5.9% |
| Q2 2018 | $462,000 | +4.1% | 6,995 | +0.4% | 0.02% | 0.0% |
| Q1 2018 | $444,000 | +7.5% | 6,965 | +8.8% | 0.02% | +13.3% |
| Q4 2017 | $413,000 | +12.5% | 6,402 | +6.2% | 0.02% | +7.1% |
| Q3 2017 | $367,000 | +10.2% | 6,031 | +5.8% | 0.01% | +7.7% |
| Q2 2017 | $333,000 | +10.3% | 5,701 | +7.7% | 0.01% | +8.3% |
| Q1 2017 | $302,000 | +11.0% | 5,293 | +5.3% | 0.01% | +9.1% |
| Q4 2016 | $272,000 | +3.4% | 5,028 | +0.1% | 0.01% | 0.0% |
| Q3 2016 | $263,000 | +5.2% | 5,021 | +1.1% | 0.01% | +10.0% |
| Q2 2016 | $250,000 | +6.4% | 4,964 | +4.0% | 0.01% | 0.0% |
| Q1 2016 | $235,000 | +2.6% | 4,773 | +2.4% | 0.01% | 0.0% |
| Q4 2015 | $229,000 | +7.5% | 4,663 | +1.5% | 0.01% | 0.0% |
| Q3 2015 | $213,000 | -4.5% | 4,593 | +3.6% | 0.01% | +11.1% |
| Q2 2015 | $223,000 | +1.4% | 4,433 | +1.5% | 0.01% | 0.0% |
| Q1 2015 | $220,000 | -2.2% | 4,368 | -3.3% | 0.01% | -10.0% |
| Q4 2014 | $225,000 | – | 4,518 | – | 0.01% | – |
Download | ||||||
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% |