SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $20,000 | -4.8% | 466 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | -16.0% | 466 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | -3.8% | 466 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | -59.4% | 233 | -62.2% | 0.00% | -50.0% |
| Q3 2021 | $64,000 | 0.0% | 616 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $64,000 | +6.7% | 616 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $60,000 | +7.1% | 616 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $56,000 | +14.3% | 616 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $49,000 | +8.9% | 616 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $45,000 | +21.6% | 616 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $37,000 | -21.3% | 616 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $47,000 | -40.5% | 616 | -44.8% | 0.00% | -60.0% |
| Q3 2019 | $79,000 | 0.0% | 1,116 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $79,000 | +3.9% | 1,116 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $76,000 | -18.3% | 1,116 | -28.2% | 0.01% | -16.7% |
| Q4 2018 | $93,000 | +116.3% | 1,554 | +152.3% | 0.01% | +100.0% |
| Q3 2018 | $43,000 | +4.9% | 616 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $41,000 | +5.1% | 616 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $39,000 | -2.5% | 616 | 0.0% | 0.00% | +50.0% |
| Q4 2017 | $40,000 | +5.3% | 616 | 0.0% | 0.00% | -33.3% |
| Q3 2017 | $38,000 | – | 616 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
| Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
| Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
| Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
| SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
| AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
| Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
| JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
| Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
| Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |