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 | $297,380 | +1.6% | 5,966 | +5.4% | 0.01% | 0.0% |
| Q2 2023 | $292,783 | +8.2% | 5,663 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $270,591 | -32.5% | 5,655 | -36.8% | 0.01% | -33.3% |
| Q4 2022 | $400,616 | +7.4% | 8,941 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $373,000 | -6.0% | 8,876 | -1.2% | 0.01% | 0.0% |
| Q2 2022 | $397,000 | -15.0% | 8,984 | +2.8% | 0.01% | -10.0% |
| Q1 2022 | $467,000 | -7.3% | 8,743 | +96.0% | 0.01% | 0.0% |
| Q4 2021 | $504,000 | +18.6% | 4,460 | +8.9% | 0.01% | +11.1% |
| Q3 2021 | $425,000 | +13.6% | 4,094 | +14.0% | 0.01% | +12.5% |
| Q2 2021 | $374,000 | +7.2% | 3,592 | -0.4% | 0.01% | -11.1% |
| Q1 2021 | $349,000 | +6.4% | 3,608 | +0.0% | 0.01% | 0.0% |
| Q4 2020 | $328,000 | -11.4% | 3,607 | -33.6% | 0.01% | -40.0% |
| Q1 2019 | $370,000 | +13.5% | 5,435 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $326,000 | – | 5,435 | – | 0.02% | – |
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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% |