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 | ||||
---|---|---|---|---|---|---|
Q4 2020 | $4,401,000 | -10.3% | 48,371 | -21.5% | 2.56% | -16.4% |
Q3 2020 | $4,905,000 | +4.6% | 61,594 | -3.5% | 3.06% | +3.6% |
Q2 2020 | $4,690,000 | +39.0% | 63,831 | +14.3% | 2.96% | +23.3% |
Q1 2020 | $3,374,000 | -21.7% | 55,835 | +0.5% | 2.40% | -19.3% |
Q4 2019 | $4,310,000 | +6.1% | 55,583 | -2.9% | 2.97% | +1.5% |
Q3 2019 | $4,064,000 | -5.0% | 57,229 | -5.7% | 2.93% | -10.1% |
Q2 2019 | $4,280,000 | +2.7% | 60,687 | -0.9% | 3.26% | -3.8% |
Q1 2019 | $4,167,000 | -14.7% | 61,234 | -24.9% | 3.38% | +5.0% |
Q4 2018 | $4,885,000 | +20.4% | 81,511 | +41.4% | 3.22% | -12.4% |
Q3 2018 | $4,057,000 | +9.5% | 57,650 | +2.7% | 3.68% | +2.5% |
Q2 2018 | $3,704,000 | +5.7% | 56,140 | +2.2% | 3.59% | -0.8% |
Q1 2018 | $3,505,000 | -10.0% | 54,956 | -9.0% | 3.62% | -11.4% |
Q4 2017 | $3,895,000 | – | 60,368 | – | 4.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evergreen Advisors, LLC | 1,139,628 | $87,615,000 | 49.66% |
HT Partners LLC | 1,337,239 | $102,807,000 | 41.05% |
Evensky & Katz LLC | 2,667,314 | $205,063,000 | 28.49% |
AGILIS PARTNERS LLC | 689,512 | $53,010,000 | 28.27% |
Strid Group, LLC | 1,110,065 | $85,342,000 | 27.11% |
SYM FINANCIAL Corp | 400,827 | $30,816,000 | 20.36% |
WT Wealth Management | 334,605 | $25,724,000 | 19.55% |
Retirement Planning Group, LLC | 1,232,004 | $94,716,000 | 18.86% |
Gainplan LLC | 456,631 | $35,106,000 | 18.48% |
Summit Financial Strategies, Inc. | 481,314 | $37,003,000 | 18.10% |