SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,364 | -3.6% | 910 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $47,047 | +8.0% | 910 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $43,544 | +6.8% | 910 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $40,777 | +7.3% | 910 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $38,000 | -5.0% | 910 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $40,000 | -18.4% | 910 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $49,000 | -3.9% | 910 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $51,000 | +8.5% | 455 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $47,000 | 0.0% | 455 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $47,000 | +370.0% | 455 | +172.5% | 0.00% | +100.0% |
| Q1 2020 | $10,000 | -23.1% | 167 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $13,000 | +85.7% | 167 | +59.0% | 0.00% | – |
| Q3 2019 | $7,000 | -85.4% | 105 | -84.4% | 0.00% | -100.0% |
| Q2 2019 | $48,000 | – | 675 | – | 0.00% | – |
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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% |