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 | $1,814,236 | -3.6% | 36,394 | -0.0% | 0.05% | 0.0% |
| Q2 2023 | $1,882,033 | +9.2% | 36,403 | +1.1% | 0.05% | +4.3% |
| Q1 2023 | $1,723,291 | -12.0% | 36,014 | -17.6% | 0.05% | -17.9% |
| Q4 2022 | $1,958,122 | +23.6% | 43,698 | +15.8% | 0.06% | +14.3% |
| Q3 2022 | $1,584,000 | -12.9% | 37,725 | -8.3% | 0.05% | -10.9% |
| Q2 2022 | $1,818,000 | +35.5% | 41,143 | +63.7% | 0.06% | +48.6% |
| Q1 2022 | $1,342,000 | -5.4% | 25,139 | +100.3% | 0.04% | -2.6% |
| Q4 2021 | $1,418,000 | +71.9% | 12,549 | +57.9% | 0.04% | +52.0% |
| Q3 2021 | $825,000 | -53.2% | 7,945 | -53.0% | 0.02% | -52.8% |
| Q2 2021 | $1,761,000 | +47.9% | 16,887 | +37.1% | 0.05% | +35.9% |
| Q1 2021 | $1,191,000 | +110.4% | 12,318 | +98.0% | 0.04% | +95.0% |
| Q4 2020 | $566,000 | +6.4% | 6,221 | -6.8% | 0.02% | -9.1% |
| Q3 2020 | $532,000 | -1.1% | 6,678 | -1.1% | 0.02% | 0.0% |
| Q2 2020 | $538,000 | -96.3% | 6,755 | -97.2% | 0.02% | -97.2% |
| Q1 2020 | $14,355,000 | -79.8% | 237,544 | -74.3% | 0.78% | -74.7% |
| Q4 2019 | $71,090,000 | +17.4% | 924,691 | +7.7% | 3.08% | +2.9% |
| Q3 2019 | $60,532,000 | 0.0% | 858,238 | 0.0% | 2.99% | 0.0% |
| Q2 2019 | $60,532,000 | +227.1% | 858,238 | +215.6% | 2.99% | +51.2% |
| Q1 2019 | $18,506,000 | +35.5% | 271,949 | +19.3% | 1.98% | +123.0% |
| Q4 2018 | $13,662,000 | -75.9% | 227,967 | -71.7% | 0.89% | -73.7% |
| Q3 2018 | $56,666,000 | +6.5% | 805,030 | -0.1% | 3.37% | +5.3% |
| Q2 2018 | $53,199,000 | +7.1% | 806,173 | +3.6% | 3.20% | +7.5% |
| Q1 2018 | $49,650,000 | +5.0% | 778,336 | +6.2% | 2.98% | +7.6% |
| Q4 2017 | $47,270,000 | +12.3% | 732,637 | +6.0% | 2.77% | +7.4% |
| Q3 2017 | $42,099,000 | +9.2% | 691,166 | +4.8% | 2.58% | +7.3% |
| Q2 2017 | $38,543,000 | +11.0% | 659,302 | +8.4% | 2.40% | +5.8% |
| Q1 2017 | $34,716,000 | +6.5% | 608,409 | +1.1% | 2.27% | 0.0% |
| Q4 2016 | $32,604,000 | – | 601,771 | – | 2.27% | – |
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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% |