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 | $477,713 | -3.6% | 9,583 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $495,441 | +8.0% | 9,583 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $458,547 | -17.5% | 9,583 | -22.7% | 0.01% | -16.7% |
| Q4 2022 | $555,626 | -40.9% | 12,400 | -44.6% | 0.01% | -45.5% |
| Q3 2022 | $940,000 | +10344.4% | 22,397 | +12625.6% | 0.01% | – |
| Q1 2022 | $9,000 | +28.6% | 176 | +198.3% | 0.00% | – |
| Q4 2021 | $7,000 | -63.2% | 59 | -68.3% | 0.00% | – |
| Q2 2021 | $19,000 | +5.6% | 186 | 0.0% | 0.00% | – |
| Q1 2021 | $18,000 | -66.0% | 186 | -68.3% | 0.00% | -100.0% |
| Q4 2020 | $53,000 | +253.3% | 587 | +215.6% | 0.00% | – |
| Q3 2020 | $15,000 | +7.1% | 186 | 0.0% | 0.00% | – |
| Q2 2020 | $14,000 | -80.6% | 186 | -80.2% | 0.00% | -100.0% |
| Q4 2019 | $72,000 | -69.0% | 939 | -71.2% | 0.00% | -75.0% |
| Q3 2019 | $232,000 | +231.4% | 3,261 | +178.7% | 0.00% | +300.0% |
| Q4 2018 | $70,000 | +268.4% | 1,170 | +290.0% | 0.00% | – |
| Q4 2017 | $19,000 | – | 300 | – | 0.00% | – |
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% |