SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,299,534 | -10.9% | 146,451 | -7.6% | 0.00% | -33.3% |
| Q2 2023 | $8,192,698 | +16.2% | 158,475 | +7.4% | 0.00% | +50.0% |
| Q1 2023 | $7,053,481 | +3.9% | 147,496 | +5.4% | 0.00% | 0.0% |
| Q4 2022 | $6,786,000 | +4.0% | 139,923 | -10.0% | 0.00% | 0.0% |
| Q3 2022 | $6,528,000 | +1.6% | 155,489 | +7.3% | 0.00% | 0.0% |
| Q2 2022 | $6,426,000 | +128.8% | 144,857 | +175.4% | 0.00% | +100.0% |
| Q1 2022 | $2,809,000 | -11.2% | 52,599 | +91.3% | 0.00% | 0.0% |
| Q4 2021 | $3,162,000 | +16.2% | 27,492 | +4.9% | 0.00% | 0.0% |
| Q3 2021 | $2,722,000 | +5.3% | 26,200 | +5.7% | 0.00% | 0.0% |
| Q2 2021 | $2,586,000 | +45.4% | 24,795 | +34.6% | 0.00% | 0.0% |
| Q1 2021 | $1,779,000 | +18.4% | 18,420 | +11.4% | 0.00% | 0.0% |
| Q4 2020 | $1,502,000 | +5.4% | 16,537 | -7.6% | 0.00% | 0.0% |
| Q3 2020 | $1,425,000 | -58.6% | 17,901 | -61.8% | 0.00% | 0.0% |
| Q2 2020 | $3,440,000 | +5.0% | 46,835 | -13.6% | 0.00% | -50.0% |
| Q1 2020 | $3,276,000 | +5.4% | 54,209 | +34.1% | 0.00% | +100.0% |
| Q4 2019 | $3,108,000 | +11.0% | 40,430 | +1.6% | 0.00% | 0.0% |
| Q3 2019 | $2,801,000 | +15.1% | 39,786 | +15.9% | 0.00% | 0.0% |
| Q2 2019 | $2,434,000 | +1.4% | 34,339 | -2.6% | 0.00% | 0.0% |
| Q1 2019 | $2,400,000 | +64.7% | 35,260 | +45.0% | 0.00% | 0.0% |
| Q4 2018 | $1,457,000 | -98.3% | 24,321 | +24.0% | 0.00% | -96.7% |
| Q3 2018 | $85,975,000 | +8446.2% | 19,616 | +28.7% | 0.03% | – |
| Q2 2018 | $1,006,000 | +11.4% | 15,244 | +7.7% | 0.00% | – |
| Q1 2018 | $903,000 | -12.7% | 14,157 | -11.7% | 0.00% | – |
| Q4 2017 | $1,034,000 | -20.5% | 16,028 | -24.9% | 0.00% | -100.0% |
| Q3 2017 | $1,300,000 | +1.2% | 21,339 | -2.9% | 0.00% | 0.0% |
| Q2 2017 | $1,285,000 | +17.0% | 21,987 | +14.3% | 0.00% | 0.0% |
| Q1 2017 | $1,098,000 | +2.7% | 19,239 | -2.5% | 0.00% | 0.0% |
| Q4 2016 | $1,069,000 | +0.6% | 19,737 | -2.9% | 0.00% | 0.0% |
| Q3 2016 | $1,063,000 | -7.6% | 20,324 | -11.1% | 0.00% | 0.0% |
| Q2 2016 | $1,150,000 | -42.5% | 22,861 | -43.7% | 0.00% | 0.0% |
| Q1 2016 | $1,999,000 | +31.1% | 40,573 | +30.5% | 0.00% | 0.0% |
| Q4 2015 | $1,525,000 | -50.5% | 31,094 | -53.2% | 0.00% | -50.0% |
| Q3 2015 | $3,082,000 | -7.8% | 66,446 | -0.2% | 0.00% | 0.0% |
| Q2 2015 | $3,344,000 | +51.7% | 66,569 | +53.6% | 0.00% | +100.0% |
| Q1 2015 | $2,204,000 | -0.2% | 43,352 | -2.2% | 0.00% | 0.0% |
| Q4 2014 | $2,209,000 | +922.7% | 44,346 | +874.6% | 0.00% | – |
| Q3 2014 | $216,000 | -1.8% | 4,550 | -1.4% | 0.00% | – |
| Q2 2014 | $220,000 | +21900.0% | 4,614 | +16988.9% | 0.00% | – |
| Q3 2013 | $1,000 | – | 27 | – | 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% |